Geneos Wealth Management
LYV icon

Geneos Wealth Management’s Live Nation Entertainment LYV Stock Holding History

Geneos Wealth Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-39
Closed -$5.9K – 2889
2025
Q2 		$5.9K Hold
39
– – ﹤0.01% 2524
2025
Q1 		$5.09K Buy
+39
New +$5.32K ﹤0.01% 2513
2023
Q3 		– Sell
-713
Closed -$65K – 2125
2023
Q2 		$65K Hold
713
– – ﹤0.01% 1001
2023
Q1 		$49.9K Hold
713
– – ﹤0.01% 1087
2022
Q4 		$49.7K Hold
713
– – ﹤0.01% 1062
2022
Q3 		$54K Sell
713
-600
-46% -$53.7K ﹤0.01% 1002
2022
Q2 		$109K Buy
1,313
+300
+30% +$28.9K 0.01% 983
2022
Q1 		$119K Hold
1,013
– – 0.01% 1015
2021
Q4 		$121K Hold
1,013
– – ﹤0.01% 1088
2021
Q3 		$100K Buy
1,013
+603
+147% +$50.8K ﹤0.01% 1174
2021
Q2 		$35K Sell
410
-26
-6% -$2.23K ﹤0.01% 1643
2021
Q1 		$35K Hold
436
– – ﹤0.01% 1811
2020
Q4 		$34K Buy
436
+26
+6% +$1.64K ﹤0.01% 1646
2020
Q3 		$21K Hold
410
– – ﹤0.01% 1630
2020
Q2 		$17K Buy
410
+300
+273% +$13.2K ﹤0.01% 1689
2020
Q1 		$5K Buy
+110
New +$6.8K ﹤0.01% 2040
2019
Q4 		– Sell
-87
Closed -$5K – 2564
2019
Q3 		$5K Hold
87
– – ﹤0.01% 2103
2019
Q2 		$5K Hold
87
– – ﹤0.01% 2116
2019
Q1 		$5K Hold
87
– – ﹤0.01% 2042
2018
Q4 		$4K Buy
+87
New +$4.59K ﹤0.01% 2053

Other funds holding LYV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Geneos Wealth Management's LYV Position: Q3 2025 in Review

Geneos Wealth Management sold out of Live Nation Entertainment (LYV) in Q3 2025, closing a stake of 39 shares — an estimated $5.9K sold.

Geneos Wealth Management first reported a position in LYV in Q4 2018 and held it in 20 quarters. The position peaked at $121K in Q4 2021. 801 funds tracked by Wall St. Rank hold LYV as of Q3 2025.

  • Geneos Wealth Management reported no remaining Live Nation Entertainment position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 39 Live Nation Entertainment shares in Q3 2025, an estimated $5.9K.
  • Geneos Wealth Management first reported a position in Live Nation Entertainment in Q4 2018 and held it in 20 quarters.
  • Geneos Wealth Management's Live Nation Entertainment position peaked at $121K in Q4 2021.
  • 801 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.