Geneos Wealth Management’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.05M | Hold |
7,816
| – | – | 0.06% | 312 |
|
|
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 | Buy |
3,997
+487
| +14% | +$175K | 0.04% | 425 |
|
|
2025
Q1 | $1.21M | Buy |
3,510
+201
| +6% | +$64.6K | 0.04% | 414 |
|
|
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
Geneos Wealth Management's HCA Position: Q2 2026 in Review
Geneos Wealth Management held its HCA Healthcare (HCA) position steady in Q2 2026 at 7,816 shares worth $3.05M. The position accounts for 0.06% of the portfolio, ranked #312.
Geneos Wealth Management first reported a position in HCA in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.7M in Q1 2026. 1,341 funds tracked by Wall St. Rank hold HCA as of Q2 2026.
- Geneos Wealth Management held 7,816 shares of HCA Healthcare worth $3.05M as of Q2 2026.
- Geneos Wealth Management left its HCA Healthcare share count unchanged in Q2 2026.
- HCA Healthcare made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #312 holding.
- Geneos Wealth Management first reported a position in HCA Healthcare in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's HCA Healthcare position peaked at $3.7M in Q1 2026.
- 1,341 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.