Position in HLT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$345,661
+$26,377 QoQ
Shares Held
1,046
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#878
of 1,283 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $935,251 across 3 Lodging names. HLT ranks #2 (37.0% of the industry book) .
All Filings in HLT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,661 | 1,046 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $319,284 | 1,050 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $325,454 | 1,133 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $298,356 | 1,150 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $300,431 | 1,128 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $247,119 | 1,086 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $401,882 | 1,626 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $405,449 | 1,759 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $388,177 | 1,779 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $338,096 | 1,585 | Shares | Other | 2024-05-15 | |
| 2022-06-30 | $595,758 | 5,346 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||