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Geneos Wealth Management’s Hackett Group HCKT Stock Holding History

Geneos Wealth Management’s Portfolio HCKT Stock Details HCKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-37
Closed -$941 – 2786
2025
Q2 		$941 Sell
37
-95
-72% -$2.42K ﹤0.01% 2999
2025
Q1 		$3.86K Buy
132
+88
+200% +$2.65K ﹤0.01% 2820
2024
Q4 		$1.35K Buy
44
+2
+5% +$58 ﹤0.01% 2701
2024
Q3 		$1.1K Buy
+42
New +$1.05K ﹤0.01% 2428

Other funds holding HCKT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's HCKT Position: Q3 2025 in Review

Geneos Wealth Management sold out of Hackett Group (HCKT) in Q3 2025, closing a stake of 37 shares — an estimated $941 sold.

Geneos Wealth Management first reported a position in HCKT in Q3 2024 and held it in 4 quarters. The position peaked at $3.86K in Q1 2025. 156 funds tracked by Wall St. Rank hold HCKT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Hackett Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 37 Hackett Group shares in Q3 2025, an estimated $941.
  • Geneos Wealth Management first reported a position in Hackett Group in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Hackett Group position peaked at $3.86K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Hackett Group as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.