GWM
HGTY icon

Geneos Wealth Management’s Hagerty HGTY Stock Holding History

Geneos Wealth Management’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5K Hold
1,000
– – ﹤0.01% 1974
2025
Q4 		$13.4K Hold
1,000
– – ﹤0.01% 1873
2025
Q3 		$12K Hold
1,000
– – ﹤0.01% 1901
2025
Q2 		$10.1K Sell
1,000
-1,000
-50% -$9.32K ﹤0.01% 2323
2025
Q1 		$18.1K Buy
2,000
+1,000
+100% +$9.7K ﹤0.01% 2367
2024
Q4 		$9.65K Hold
1,000
– – ﹤0.01% 2063
2024
Q3 		$10.2K Hold
1,000
– – ﹤0.01% 1838
2024
Q2 		$10.4K Hold
1,000
– – ﹤0.01% 1539
2024
Q1 		$9.15K Hold
1,000
– – ﹤0.01% 1562
2023
Q4 		$7.8K Buy
+1,000
New +$8.16K ﹤0.01% 1608

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Geneos Wealth Management's HGTY Position: Q1 2026 in Review

Geneos Wealth Management held its Hagerty (HGTY) position steady in Q1 2026 at 1,000 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Geneos Wealth Management first reported a position in HGTY in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.1K in Q1 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Geneos Wealth Management held 1,000 shares of Hagerty worth $10.5K as of Q1 2026.
  • Geneos Wealth Management left its Hagerty share count unchanged in Q1 2026.
  • Hagerty made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1974 holding.
  • Geneos Wealth Management first reported a position in Hagerty in Q4 2023 and has held it in 10 quarters since.
  • Geneos Wealth Management's Hagerty position peaked at $18.1K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.