GWM
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Geneos Wealth Management’s Hamilton Insurance Group HG Stock Holding History

Geneos Wealth Management’s Portfolio HG Stock Details HG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-280
Closed -$11.6K – 3168
2025
Q1 		$11.6K Buy
+280
New +$5.46K ﹤0.01% 2518

Other funds holding HG

MC
Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geneos Wealth Management's HG Position: Q2 2025 in Review

Geneos Wealth Management sold out of Hamilton Insurance Group (HG) in Q2 2025, closing a stake of 280 shares — an estimated $11.6K sold.

Geneos Wealth Management first reported a position in HG in Q1 2025 and held it in 1 quarter. The position peaked at $11.6K in Q1 2025. 168 funds tracked by Wall St. Rank hold HG as of Q2 2025.

  • Geneos Wealth Management reported no remaining Hamilton Insurance Group position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 280 Hamilton Insurance Group shares in Q2 2025, an estimated $11.6K.
  • Geneos Wealth Management first reported a position in Hamilton Insurance Group in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Hamilton Insurance Group position peaked at $11.6K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.