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Geneos Wealth Management’s HCA Healthcare HCA Stock Holding History

Geneos Wealth Management’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.7M Buy
7,816
+75
+1% +$37.8K 0.09% 254
2025
Q4 		$3.61M Buy
7,741
+6,880
+799% +$3.19M 0.09% 254
2025
Q3 		$367K Sell
861
-3,136
-78% -$1.22M 0.01% 738
2025
Q2 		$1.53M Sell
3,997
-5,971
-60% -$2.15M 0.04% 425
2025
Q1 		$3.44M Buy
9,968
+6,659
+201% +$2.14M 0.05% 357
2024
Q4 		$993K Buy
3,309
+73
+2% +$25.5K 0.03% 428
2024
Q3 		$1.32M Buy
3,236
+2,933
+968% +$1.07M 0.05% 348
2024
Q2 		$97.3K Hold
303
– – ﹤0.01% 872
2024
Q1 		$101K Sell
303
-16
-5% -$4.89K ﹤0.01% 846
2023
Q4 		$86.3K Sell
319
-1
-0.3% -$247 ﹤0.01% 878
2023
Q3 		$78.7K Buy
320
+207
+183% +$56.6K ﹤0.01% 941
2023
Q2 		$34.3K Buy
113
+7
+7% +$1.95K ﹤0.01% 1196
2023
Q1 		$27.9K Sell
106
-16
-13% -$4.06K ﹤0.01% 1245
2022
Q4 		$29.3K Buy
122
+44
+56% +$9.85K ﹤0.01% 1228
2022
Q3 		$14K Sell
78
-188
-71% -$37.5K ﹤0.01% 1432
2022
Q2 		$46K Sell
266
-39
-13% -$8.38K ﹤0.01% 1313
2022
Q1 		$76K Sell
305
-218
-42% -$54.7K ﹤0.01% 1195
2021
Q4 		$134K Buy
523
+55
+12% +$13.5K 0.01% 1058
2021
Q3 		$115K Buy
468
+1
+0.2% +$244 ﹤0.01% 1109
2021
Q2 		$100K Sell
467
-209
-31% -$42.6K ﹤0.01% 1165
2021
Q1 		$135K Buy
676
+8
+1% +$1.41K ﹤0.01% 1158
2020
Q4 		$127K Buy
668
+8
+1% +$1.17K 0.01% 1032
2020
Q3 		$79K Buy
660
+295
+81% +$36.5K ﹤0.01% 1046
2020
Q2 		$33K Sell
365
-239
-40% -$24.8K ﹤0.01% 1403
2020
Q1 		$52K Buy
604
+237
+65% +$30.7K ﹤0.01% 1096
2019
Q4 		$54K Buy
367
+100
+37% +$13.4K ﹤0.01% 1211
2019
Q3 		$31K Sell
267
-15
-5% -$1.94K ﹤0.01% 1406
2019
Q2 		$38K Hold
282
– – ﹤0.01% 1331
2019
Q1 		$36K Sell
282
-3
-1% -$403 ﹤0.01% 1300
2018
Q4 		$34K Buy
285
+45
+19% +$6.04K ﹤0.01% 1275
2018
Q3 		$33K Hold
240
– – ﹤0.01% 1356
2018
Q2 		$24K Hold
240
– – ﹤0.01% 1371
2018
Q1 		$23K Hold
240
– – ﹤0.01% 1331
2017
Q4 		$21K Buy
240
+200
+500% +$16.1K ﹤0.01% 1355
2017
Q3 		$3K Hold
40
– – ﹤0.01% 1894
2017
Q2 		$3K Sell
40
-1,000
-96% -$84.6K ﹤0.01% 1847
2017
Q1 		$92K Sell
1,040
-10
-1% -$834 0.01% 679
2016
Q4 		$77K Buy
1,050
+4
+0.4% +$300 0.01% 685
2016
Q3 		$79K Buy
1,046
+6
+0.6% +$459 0.01% 655
2016
Q2 		$79K Hold
1,040
– – 0.01% 656
2016
Q1 		$82K Buy
+1,040
New +$72.6K 0.01% 641

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geneos Wealth Management's HCA Position: Q1 2026 in Review

Geneos Wealth Management increased its HCA Healthcare (HCA) stake by 0.97% in Q1 2026, buying an estimated $37.8K and bringing the position to 7,816 shares worth $3.7M. The position accounts for 0.09% of the portfolio, ranked #254.

Geneos Wealth Management first reported a position in HCA in Q1 2016 and has held it in 41 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Geneos Wealth Management held 7,816 shares of HCA Healthcare worth $3.7M as of Q1 2026.
  • Geneos Wealth Management bought 75 HCA Healthcare shares in Q1 2026, an estimated $37.8K.
  • HCA Healthcare made up 0.09% of Geneos Wealth Management's portfolio in Q1 2026, its #254 holding.
  • Geneos Wealth Management first reported a position in HCA Healthcare in Q1 2016 and has held it in 41 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.