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Geneos Wealth Management’s Heritage Financial HFWA Stock Holding History

Geneos Wealth Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-43
Closed -$1.02K – 2790
2025
Q2 		$1.02K Buy
+43
New +$990 ﹤0.01% 2980

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Vanguard Group
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Dimensional Fund Advisors
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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Heritage Financial (HFWA) in Q3 2025, closing a stake of 43 shares — an estimated $1.02K sold.

Geneos Wealth Management first reported a position in HFWA in Q2 2025 and held it in 1 quarter. The position peaked at $1.02K in Q2 2025. 171 funds tracked by Wall St. Rank hold HFWA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Heritage Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 43 Heritage Financial shares in Q3 2025, an estimated $1.02K.
  • Geneos Wealth Management first reported a position in Heritage Financial in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Heritage Financial position peaked at $1.02K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2025.

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