Geneos Wealth Management Inc.

Position in HLI — Houlihan Lokey, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in HLI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,745,311

-$640,556 QoQ

Shares Held

27,923

-8.6% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#140

of 514 holders

Holding Since

Jun 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. HLI ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	96,731	$8,925,369
2	HLI	Houlihan Lokey, Inc. This page	27,923	$3,745,311
3	GS	Goldman Sachs Group Inc	1,302	$1,316,803
4	HOOD	Robinhood Markets, Inc.	12,527	$1,256,207
5	MS	Morgan Stanley	4,458	$931,900
6	MC	Moelis & Co	7,910	$517,472
7	MARA	MARA Holdings, Inc.	6,138	$85,256
8	JEF	Jefferies Financial Group Inc.	1,633	$81,617

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,745,311	27,923	-8.6%	Shares	Sole	2026-08-06
2026-03-31	$4,385,867	30,538	-8.9%	Shares	Sole	2026-05-05
2025-12-31	$5,838,152	33,516	-1.2%	Shares	Sole	2026-01-28
2025-09-30	$6,966,096	33,928	+1.5%	Shares	Sole	2025-10-22
2025-06-30	$6,015,728	33,430	-4.6%	Shares	Sole	2025-08-18
2025-03-31	$5,659,767	35,045	+97.1%	Shares	Sole	2025-05-08
2024-12-31	$3,088,195	17,783	+2.8%	Shares	Sole	2025-01-21
2024-09-30	$2,732,323	17,291	+3.9%	Shares	Sole	2024-11-14
2024-06-30	$2,243,530	16,636	+3.5%	Shares	Sole	2024-07-23
2024-03-31	$2,059,628	16,067	+4.2%	Shares	Sole	2024-05-03
2023-12-31	$1,848,892	15,419	-1.3%	Shares	Sole	2024-01-26
2023-09-30	$1,673,535	15,623	+0.4%	Shares	Sole	2023-10-11
2023-06-30	$1,529,212	15,555	+6.1%	Shares	Sole	2023-08-08
2023-03-31	$1,282,253	14,656	-18.3%	Shares	Sole	2023-04-25
2022-12-31	$1,562,691	17,929	+6.1%	Shares	Sole	2023-01-31
2022-09-30	$1,273,922	16,900	+3.8%	Shares	Sole	2022-11-14
2022-06-30	$1,285,296	16,284	+4.4%	Shares	Sole	2022-07-22
2022-03-31	$1,369,504	15,598	+20.6%	Shares	Sole	2022-05-16
2021-12-31	$1,339,341	12,938	+8.4%	Shares	Sole	2022-02-09
2021-09-30	$1,098,937	11,932	+7.3%	Shares	Sole	2021-11-09
2021-06-30	$909,177	11,116	-27.4%	Shares	Sole	2021-07-08
2021-03-31	$1,018,600	15,315	-3.8%	Shares	Sole	2021-06-17
2020-12-31	$1,070,234	15,919	+46.1%	Shares	Sole	2021-05-19
2020-09-30	$643,585	10,899	+18.5%	Shares	Sole	2021-09-07
2020-06-30	$511,832	9,199	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.