HOULIHAN LOKEY INC

Ticker: HLI CUSIP: 441593100 Class: Common Stock

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 33,516 Value ($000) $5,838 Avg Close $183.13 Range $169.41 - $204.73

Q3 2025

Shares 33,928 Value ($000) $6,966 Avg Close $195.01 Range $175.61 - $211.05

Q2 2025

Shares 33,430 Value ($000) $6,016 Avg Close $166.54 Range $136.63 - $184.21

Q1 2025

Shares 35,045 Value ($000) $5,660 Avg Close $169.69 Range $149.97 - $185.90

Q4 2024

Shares 17,783 Value ($000) $3,088 Avg Close $173.44 Range $153.55 - $189.01

Q3 2024

Shares 17,291 Value ($000) $2,732 Avg Close $146.63 Range $130.86 - $160.22

Q2 2024

Shares 16,636 Value ($000) $2,243 Avg Close $127.95 Range $119.24 - $134.64

Q1 2024

Shares 16,067 Value ($000) $2,060 Avg Close $120.44 Range $109.03 - $130.06

Q4 2023

Shares 15,419 Value ($000) $1,849 Avg Close $105.04 Range $91.55 - $120.06

Q3 2023

Shares 15,623 Value ($000) $1,674 Avg Close $99.37 Range $90.56 - $107.28

Q2 2023

Shares 15,555 Value ($000) $1,529 Avg Close $86.66 Range $80.22 - $95.52

Q1 2023

Shares 14,656 Value ($000) $1,282 Avg Close $89.63 Range $81.10 - $96.49

Q4 2022

Shares 17,929 Value ($000) $1,563 Avg Close $85.15 Range $70.45 - $96.78

Q3 2022

Shares 16,900 Value ($000) $1,273 Avg Close $76.26 Range $69.71 - $83.75

Q2 2022

Shares 16,284 Value ($000) $1,275 Avg Close $78.20 Range $71.63 - $84.16

Q1 2022

Shares 15,598 Value ($000) $1,369 Avg Close $95.83 Range $81.62 - $113.97

Q4 2021

Shares 12,938 Value ($000) $1,339 Avg Close $98.98 Range $85.64 - $110.99

Q3 2021

Shares 11,932 Value ($000) $1,115 Avg Close $80.88 Range $72.92 - $89.74

Q2 2021

Shares 11,116 Value ($000) $913 Avg Close $66.47 Range $59.57 - $76.01

Q1 2021

Shares 15,315 Value ($000) $1,014 Avg Close $61.62 Range $57.76 - $66.76

Q4 2020

Shares 15,919 Value ($000) $747 Avg Close $58.88 Range $52.42 - $64.70

Q3 2020

Shares 10,899 Value ($000) $614 Avg Close $51.77 Range $47.64 - $54.74

Q2 2020

Shares 9,199 Value ($000) $491 Avg Close $52.34 Range $44.63 - $58.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	33,516	$5,838	$183.13	$169.41 - $204.73
Q3 2025	33,928	$6,966	$195.01	$175.61 - $211.05
Q2 2025	33,430	$6,016	$166.54	$136.63 - $184.21
Q1 2025	35,045	$5,660	$169.69	$149.97 - $185.90
Q4 2024	17,783	$3,088	$173.44	$153.55 - $189.01
Q3 2024	17,291	$2,732	$146.63	$130.86 - $160.22
Q2 2024	16,636	$2,243	$127.95	$119.24 - $134.64
Q1 2024	16,067	$2,060	$120.44	$109.03 - $130.06
Q4 2023	15,419	$1,849	$105.04	$91.55 - $120.06
Q3 2023	15,623	$1,674	$99.37	$90.56 - $107.28
Q2 2023	15,555	$1,529	$86.66	$80.22 - $95.52
Q1 2023	14,656	$1,282	$89.63	$81.10 - $96.49
Q4 2022	17,929	$1,563	$85.15	$70.45 - $96.78
Q3 2022	16,900	$1,273	$76.26	$69.71 - $83.75
Q2 2022	16,284	$1,275	$78.20	$71.63 - $84.16
Q1 2022	15,598	$1,369	$95.83	$81.62 - $113.97
Q4 2021	12,938	$1,339	$98.98	$85.64 - $110.99
Q3 2021	11,932	$1,115	$80.88	$72.92 - $89.74
Q2 2021	11,116	$913	$66.47	$59.57 - $76.01
Q1 2021	15,315	$1,014	$61.62	$57.76 - $66.76
Q4 2020	15,919	$747	$58.88	$52.42 - $64.70
Q3 2020	10,899	$614	$51.77	$47.64 - $54.74
Q2 2020	9,199	$491	$52.34	$44.63 - $58.16