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 Q2	$11.9K	Hold	1,000	–	–	﹤0.01%	1958
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	Hold	1,000	–	–	﹤0.01%	2323
2025 Q1	$9.04K	Hold	1,000	–	–	﹤0.01%	2302
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 Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

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

Geneos Wealth Management held its Hagerty (HGTY) position steady in Q2 2026 at 1,000 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Geneos Wealth Management first reported a position in HGTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

Geneos Wealth Management held 1,000 shares of Hagerty worth $11.9K as of Q2 2026.
Geneos Wealth Management left its Hagerty share count unchanged in Q2 2026.
Hagerty made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1958 holding.
Geneos Wealth Management first reported a position in Hagerty in Q4 2023 and has held it in 11 quarters since.
Geneos Wealth Management's Hagerty position peaked at $13.4K in Q4 2025.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

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