GWM
LYG icon

Geneos Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Geneos Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19K Hold
237
– – ﹤0.01% 2386
2025
Q4 		$1.26K Hold
237
– – ﹤0.01% 2384
2025
Q3 		$1.08K Sell
237
-13,477
-98% -$58.9K ﹤0.01% 2400
2025
Q2 		$58.3K Buy
13,714
+1,753
+15% +$6.97K ﹤0.01% 1487
2025
Q1 		$106K Buy
11,961
+7,490
+168% +$24.8K ﹤0.01% 1543
2024
Q4 		$12.2K Buy
4,471
+399
+10% +$1.14K ﹤0.01% 1971
2024
Q3 		$12.7K Buy
4,072
+3,835
+1,618% +$11.5K ﹤0.01% 1739
2024
Q2 		$647 Hold
237
– – ﹤0.01% 2027
2024
Q1 		$614 Hold
237
– – ﹤0.01% 2104
2023
Q4 		$566 Buy
+237
New +$508 ﹤0.01% 2083
2022
Q2 		– Sell
-2,889
Closed -$6K – 2702
2022
Q1 		$6K Sell
2,889
-17,086
-86% -$45.4K ﹤0.01% 2276
2021
Q4 		$50K Sell
19,975
-1,064
-5% -$2.71K ﹤0.01% 1482
2021
Q3 		$51K Hold
21,039
– – ﹤0.01% 1487
2021
Q2 		$53K Hold
21,039
– – ﹤0.01% 1457
2021
Q1 		$52K Hold
21,039
– – ﹤0.01% 1612
2020
Q4 		$48K Hold
21,039
– – ﹤0.01% 1478
2020
Q3 		$25K Hold
21,039
– – ﹤0.01% 1551
2020
Q2 		$30K Buy
21,039
+18,450
+713% +$27.7K ﹤0.01% 1441
2020
Q1 		$4K Sell
2,589
-376
-13% -$969 ﹤0.01% 2110
2019
Q4 		$9K Hold
2,965
– – ﹤0.01% 2009
2019
Q3 		$7K Hold
2,965
– – ﹤0.01% 2008
2019
Q2 		$8K Hold
2,965
– – ﹤0.01% 1980
2019
Q1 		$9K Buy
2,965
+376
+15% +$1.15K ﹤0.01% 1870
2018
Q4 		$6K Hold
2,589
– – ﹤0.01% 1934
2018
Q3 		$7K Sell
2,589
-5,100
-66% -$16.4K ﹤0.01% 1969
2018
Q2 		$25K Hold
7,689
– – ﹤0.01% 1356
2018
Q1 		$28K Buy
7,689
+3,600
+88% +$13.9K ﹤0.01% 1248
2017
Q4 		$15K Hold
4,089
– – ﹤0.01% 1487
2017
Q3 		$14K Buy
4,089
+1,500
+58% +$5.23K ﹤0.01% 1456
2017
Q2 		$9K Hold
2,589
– – ﹤0.01% 1575
2017
Q1 		$8K Buy
+2,589
New +$8.73K ﹤0.01% 1558

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneos Wealth Management's LYG Position: Q1 2026 in Review

Geneos Wealth Management held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 237 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Geneos Wealth Management first reported a position in LYG in Q1 2017 and has held it in 31 quarters since. The position peaked at $106K in Q1 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Geneos Wealth Management held 237 shares of Lloyds Banking Group worth $1.19K as of Q1 2026.
  • Geneos Wealth Management left its Lloyds Banking Group share count unchanged in Q1 2026.
  • Lloyds Banking Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2386 holding.
  • Geneos Wealth Management first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 31 quarters since.
  • Geneos Wealth Management's Lloyds Banking Group position peaked at $106K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.