Geneos Wealth Management’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,140
| Closed | -$39.1K | – | 2518 |
|
|
2025
Q3 | $39.1K | Hold |
1,140
| – | – | ﹤0.01% | 1471 |
|
|
2025
Q2 | $42.4K | Buy |
1,140
+567
| +99% | +$22.7K | ﹤0.01% | 1662 |
|
|
2025
Q1 | $22.4K | Hold |
573
| – | – | ﹤0.01% | 1897 |
|
|
2024
Q4 | $25K | Hold |
573
| – | – | ﹤0.01% | 1621 |
|
|
2024
Q3 | $24.6K | Hold |
573
| – | – | ﹤0.01% | 1486 |
|
|
2024
Q2 | $21.4K | Hold |
573
| – | – | ﹤0.01% | 1326 |
|
|
2024
Q1 | $21.6K | Hold |
573
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q4 | $21.2K | Buy |
573
+6
| +1% | +$193 | ﹤0.01% | 1330 |
|
|
2023
Q3 | $17.5K | Hold |
567
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q2 | $16.2K | Hold |
567
| – | – | ﹤0.01% | 1438 |
|
|
2023
Q1 | $16.5K | Hold |
567
| – | – | ﹤0.01% | 1402 |
|
|
2022
Q4 | $12.9K | Hold |
567
| – | – | ﹤0.01% | 1463 |
|
|
2022
Q3 | $12K | Hold |
567
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q2 | $13K | Hold |
567
| – | – | ﹤0.01% | 1860 |
|
|
2022
Q1 | $14K | Hold |
567
| – | – | ﹤0.01% | 1944 |
|
|
2021
Q4 | $20K | Hold |
567
| – | – | ﹤0.01% | 1891 |
|
|
2021
Q3 | $18K | Hold |
567
| – | – | ﹤0.01% | 1970 |
|
|
2021
Q2 | $21K | Hold |
567
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q1 | $25K | Hold |
567
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q4 | $24K | Hold |
567
| – | – | ﹤0.01% | 1797 |
|
|
2020
Q3 | $17K | Hold |
567
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q2 | $14K | Hold |
567
| – | – | ﹤0.01% | 1776 |
|
|
2020
Q1 | $12K | Hold |
567
| – | – | ﹤0.01% | 1729 |
|
|
2019
Q4 | $17K | Hold |
567
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q3 | $18K | Hold |
567
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q2 | $17K | Hold |
567
| – | – | ﹤0.01% | 1709 |
|
|
2019
Q1 | $18K | Hold |
567
| – | – | ﹤0.01% | 1623 |
|
|
2018
Q4 | $15K | Hold |
567
| – | – | ﹤0.01% | 1630 |
|
|
2018
Q3 | $17K | Hold |
567
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q2 | $17K | Hold |
567
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q1 | $16K | Buy |
+567
| New | +$17.4K | ﹤0.01% | 1480 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$2K | – | 2105 |
|
|
2016
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 1874 |
|
|
2016
Q3 | $1K | Buy |
+70
| New | +$1.97K | ﹤0.01% | 1896 |
|
Other funds holding LZB
Geneos Wealth Management's LZB Position: Q4 2025 in Review
Geneos Wealth Management sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 1,140 shares — an estimated $39.1K sold.
Geneos Wealth Management first reported a position in LZB in Q3 2016 and held it in 33 quarters. The position peaked at $42.4K in Q2 2025. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.
- Geneos Wealth Management reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
- Geneos Wealth Management sold 1,140 La-Z-Boy shares in Q4 2025, an estimated $39.1K.
- Geneos Wealth Management first reported a position in La-Z-Boy in Q3 2016 and held it in 33 quarters.
- Geneos Wealth Management's La-Z-Boy position peaked at $42.4K in Q2 2025.
- 260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.
Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.