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
2025 Q3	$12K	Hold
2025 Q2	$10.1K	Sell
2025 Q1	$18.1K	Buy
2024 Q4	$9.65K	Hold
2024 Q3	$10.2K	Hold
2024 Q2	$10.4K	Hold
2024 Q1	$9.15K	Hold
2023 Q4	$7.8K	Buy