Position in HAL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$255,168
-$25,793 QoQ
Shares Held
7,516
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#824
of 1,195 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 6%
Shared 7%
None 87%
Common Shares in HAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,114,990 across 4 Oil & Gas Equipment & Services names. HAL ranks #4 (12.1% of the industry book) .
All Filings in HAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,168 | 7,516 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $280,961 | 7,206 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $58,062 | 2,849 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $26,004 | 1,025 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $97,856 | 3,599 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $138,800 | 4,778 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $207,848 | 6,153 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $213,773 | 5,423 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||