GAMMA Investing
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GAMMA Investing’s Heartland Express HTLD Stock Holding History

GAMMA Investing’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$74.1K Sell
6,382
-143
-2% -$1.86K ﹤0.01% 2096
2026
Q2 		$99.3K Buy
6,525
+999
+18% +$13.5K ﹤0.01% 1813
2026
Q1 		$57.5K Buy
5,526
+4,158
+304% +$43.9K ﹤0.01% 2099
2025
Q4 		$12.4K Buy
1,368
+889
+186% +$7.4K ﹤0.01% 2875
2025
Q3 		$4.01K Sell
479
-995
-68% -$8.42K ﹤0.01% 3255
2025
Q2 		$12.7K Buy
1,474
+1,123
+320% +$9.63K ﹤0.01% 2683
2025
Q1 		$3.24K Sell
351
-425
-55% -$4.5K ﹤0.01% 3250
2024
Q4 		$8.71K Sell
776
-178
-19% -$2.09K ﹤0.01% 2685
2024
Q3 		$11.7K Buy
954
+209
+28% +$2.56K ﹤0.01% 2381
2024
Q2 		$9.19K Buy
+745
New +$8.33K ﹤0.01% 2295
2024
Q1 		– Sell
-24
Closed -$311 – 3336
2023
Q4 		$311 Buy
+24
New +$328 ﹤0.01% 3046

Other funds holding HTLD

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's HTLD Position: Q3 2026 in Review

GAMMA Investing reduced its Heartland Express (HTLD) stake by 2.2% in Q3 2026, selling an estimated $1.86K and leaving 6,382 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

GAMMA Investing first reported a position in HTLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.3K in Q2 2026. 12 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • GAMMA Investing held 6,382 shares of Heartland Express worth $74.1K as of Q3 2026.
  • GAMMA Investing sold 143 Heartland Express shares in Q3 2026, an estimated $1.86K.
  • Heartland Express made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2096 holding.
  • GAMMA Investing first reported a position in Heartland Express in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Heartland Express position peaked at $99.3K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.