Geneos Wealth Management Inc. Houlihan Lokey, Inc. Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 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 33,430 shares of HLI stock, worth $6.73 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
33,430
Previous 20,486
63.18%
Holding current value
$6.73 Million
Previous $3.31 Million
81.83%
% of portfolio
0.15%
Previous 0.11%
Shares
22 transactions
Others Institutions Holding HLI
# of Institutions
586Shares Held
54.2MCall Options Held
21.4KPut Options Held
13.8K-
Vanguard Group Inc Valley Forge, PA5.29MShares$1.07 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY5MShares$1.01 Billion0.02% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA3.01MShares$605 Million1.36% of portfolio
-
Earnest Partners LLC Atlanta, GA2.47MShares$498 Million2.1% of portfolio
-
State Street Corp Boston, MA1.72MShares$346 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 $10B
- 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...