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Hennessy Fds Tr shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Hennessy Fds Tr (STNC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Fds Tr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hennessy Fds Tr by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 656 32.67
2025-06-30 $20k 656 30.87
2025-03-31 $20k 656 29.82
2024-12-31 $20k 656 30.34

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View all positions for Geneos Wealth Management

Top funds holding Hennessy Fds Tr

Stance Capital
BlackRock
Robertson Stephens Wealth Management
Wealth Enhancement Advisory Services
Gts Securities
LPL Financial
Cetera Investment Advisers
Mesirow Financial Investment Management International Equity
Morgan Stanley
Nbc Securities
UBS Group
FMR
Horizon Financial Services
Royal Bank of Canada
Atlantic Trust

View all funds holding Hennessy Fds Tr