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Geneos Wealth Management’s Hartford Large Cap Growth ETF HFGO Stock Holding History

Geneos Wealth Management’s Portfolio HFGO Stock Details HFGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.2K Hold
1,200
– – ﹤0.01% 1610
2026
Q1 		$29.3K Buy
+1,200
New +$31.1K ﹤0.01% 1633

Other funds holding HFGO

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geneos Wealth Management's HFGO Position: Q2 2026 in Review

Geneos Wealth Management held its Hartford Large Cap Growth ETF (HFGO) position steady in Q2 2026 at 1,200 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Geneos Wealth Management first reported a position in HFGO in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold HFGO as of Q2 2026.

  • Geneos Wealth Management held 1,200 shares of Hartford Large Cap Growth ETF worth $35.2K as of Q2 2026.
  • Geneos Wealth Management left its Hartford Large Cap Growth ETF share count unchanged in Q2 2026.
  • Hartford Large Cap Growth ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1610 holding.
  • Geneos Wealth Management first reported a position in Hartford Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.