Houlihan Lokey Inc cl a shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Houlihan Lokey Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Houlihan Lokey Inc cl a held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Houlihan Lokey Inc cl a by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 34k | 205.32 |
| 2025-06-30 | $6.0M | 33k | 179.95 |
| 2025-03-31 | $5.7M | 35k | 161.50 |
| 2024-12-31 | $3.1M | 18k | 173.66 |
| 2024-09-30 | $2.7M | 17k | 158.02 |
| 2024-06-30 | $2.2M | 17k | 134.86 |
| 2024-03-31 | $2.1M | 16k | 128.19 |
| 2023-12-31 | $1.8M | 15k | 119.91 |
| 2023-09-30 | $1.7M | 16k | 107.12 |
| 2023-06-30 | $1.5M | 16k | 98.31 |
| 2023-03-31 | $1.3M | 15k | 87.49 |
| 2022-12-31 | $1.6M | 18k | 87.16 |
| 2022-09-30 | $1.3M | 17k | 75.33 |
| 2022-06-30 | $1.3M | 16k | 78.30 |
| 2022-03-31 | $1.4M | 16k | 87.77 |
| 2021-12-31 | $1.3M | 13k | 103.49 |
| 2021-09-30 | $1.1M | 12k | 93.45 |
| 2021-06-30 | $913k | 11k | 82.13 |
| 2021-03-31 | $1.0M | 15k | 66.21 |
| 2020-12-31 | $747k | 16k | 46.93 |
| 2020-09-30 | $614k | 11k | 56.34 |
| 2020-06-30 | $491k | 9.2k | 53.38 |