Geneos Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History

Geneos Wealth Management’s Portfolio HIFS Stock Details HIFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8	Closed	-$1.87K	–	2090
2023 Q1	$1.87K	Buy	+8	New	+$2.19K	﹤0.01%	1913
2022 Q1	–	Sell	-249	Closed	-$104K	–	2852
2021 Q4	$104K	Hold	249	–	–	﹤0.01%	1151
2021 Q3	$85K	Hold	249	–	–	﹤0.01%	1235
2021 Q2	$73K	Hold	249	–	–	﹤0.01%	1306
2021 Q1	$75K	Hold	249	–	–	﹤0.01%	1422
2020 Q4	$70K	Buy	249 +9	+4%	+$1.92K	﹤0.01%	1295
2020 Q3	$44K	Hold	240	–	–	﹤0.01%	1309
2020 Q2	$38K	Hold	240	–	–	﹤0.01%	1342
2020 Q1	$34K	Hold	240	–	–	﹤0.01%	1278
2019 Q4	$50K	Hold	240	–	–	﹤0.01%	1254
2019 Q3	$45K	Hold	240	–	–	﹤0.01%	1235
2019 Q2	$47K	Hold	240	–	–	﹤0.01%	1221
2019 Q1	$41K	Hold	240	–	–	﹤0.01%	1233
2018 Q4	$47K	Hold	240	–	–	﹤0.01%	1127
2018 Q3	$52K	Hold	240	–	–	﹤0.01%	1158
2018 Q2	$52K	Hold	240	–	–	﹤0.01%	1020
2018 Q1	$49K	Hold	240	–	–	﹤0.01%	1001
2017 Q4	$49K	Hold	240	–	–	﹤0.01%	1000
2017 Q3	$45K	Buy	+240	New	+$43.7K	﹤0.01%	993

Other funds holding HIFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's HIFS Position: Q2 2023 in Review

Geneos Wealth Management sold out of Hingham Institution for Saving (HIFS) in Q2 2023, closing a stake of 8 shares — an estimated $1.87K sold.

Geneos Wealth Management first reported a position in HIFS in Q3 2017 and held it in 19 quarters. The position peaked at $104K in Q4 2021. 95 funds tracked by Wall St. Rank hold HIFS as of Q2 2023.

Geneos Wealth Management reported no remaining Hingham Institution for Saving position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 8 Hingham Institution for Saving shares in Q2 2023, an estimated $1.87K.
Geneos Wealth Management first reported a position in Hingham Institution for Saving in Q3 2017 and held it in 19 quarters.
Geneos Wealth Management's Hingham Institution for Saving position peaked at $104K in Q4 2021.
95 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.