Geneos Wealth Management Inc. Houlihan Lokey, Inc. Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 33,928 shares of HLI stock, worth $6.11 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
33,928
Previous 33,430
1.49%
Holding current value
$6.11 Million
Previous $6.02 Million
15.81%
% of portfolio
0.18%
Previous 0.15%
Shares
23 transactions
Others Institutions Holding HLI
# of Institutions
600Shares Held
53.8MCall Options Held
27.7KPut Options Held
6.8K-
Vanguard Group Inc Valley Forge, PA5.31MShares$955 Million0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$899 Million0.02% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.92MShares$526 Million1.54% of portfolio
-
Earnest Partners LLC Atlanta, GA2.42MShares$436 Million2.28% of portfolio
-
State Street Corp Boston, MA1.72MShares$309 Million0.01% of portfolio
About HOULIHAN LOKEY, INC.
- Ticker HLI
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 49,663,900
- Market Cap $8.94B
- Description
- Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers gen...