Position in HL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,246
+$5,735 QoQ
Shares Held
1,701
+54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#466
of 583 holders
Holding Since
Mar 2020
22 quarters on record
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $51,790 across 5 Other Precious Metals & Mining names. HL ranks #1 (50.7% of the industry book) .
All Filings in HL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,246 | 1,701 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,511 | 1,101 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,614 | 501 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,062 | 501 | Shares | Sole | 2025-10-22 | |
| 2024-12-31 | $2,950 | 601 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,008 | 601 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,914 | 601 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,890 | 601 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,890 | 601 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,349 | 601 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,095 | 601 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,804 | 601 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $16,271 | 4,151 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $27,265 | 4,150 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,663 | 4,150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $22,825 | 4,150 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $30,876 | 4,150 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $23,613 | 4,150 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $26,892 | 4,150 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $35,961 | 7,079 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $23,148 | 7,079 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $12,883 | 7,079 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||