Geneos Wealth Management Inc.
Holdings in HGTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,440 | 1,000 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $12,040 | 1,000 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $10,110 | 1,000 | Shares | Sole | 2025-08-18 |
| 2025-03-31 | $9,040 | 1,000 | Shares | Sole | 2025-05-21 |
| 2024-12-31 | $9,650 | 1,000 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $10,170 | 1,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $10,400 | 1,000 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $9,150 | 1,000 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $7,800 | 1,000 | Shares | Sole | 2024-01-26 |