Geneos Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.6M | Buy |
12,043
+527
| +5% | +$70.5K | 0.03% | 430 |
|
|
2026
Q1 | $1.56M | Sell |
11,516
-630
| -5% | -$86K | 0.04% | 400 |
|
|
2025
Q4 | $1.67M | Buy |
12,146
+316
| +3% | +$41.7K | 0.04% | 387 |
|
|
2025
Q3 | $1.58M | Sell |
11,830
-367
| -3% | -$47.1K | 0.04% | 392 |
|
|
2025
Q2 | $1.55M | Buy |
12,197
+6,196
| +103% | +$770K | 0.04% | 420 |
|
|
2025
Q1 | $743K | Buy |
6,001
+441
| +8% | +$50.6K | 0.02% | 521 |
|
|
2024
Q4 | $608K | Buy |
5,560
+44
| +0.8% | +$5.1K | 0.02% | 539 |
|
|
2024
Q3 | $649K | Buy |
5,516
+1,434
| +35% | +$157K | 0.02% | 497 |
|
|
2024
Q2 | $410K | Buy |
4,082
+92
| +2% | +$9.23K | 0.02% | 541 |
|
|
2024
Q1 | $411K | Buy |
3,990
+123
| +3% | +$11.3K | 0.02% | 538 |
|
|
2023
Q4 | $311K | Sell |
3,867
-814
| -17% | -$61.3K | 0.02% | 571 |
|
|
2023
Q3 | $332K | Buy |
4,681
+811
| +21% | +$58.9K | 0.02% | 553 |
|
|
2023
Q2 | $279K | Buy |
3,870
+3,248
| +522% | +$228K | 0.01% | 602 |
|
|
2023
Q1 | $43.3K | Hold |
622
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q4 | $47.2K | Hold |
622
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q3 | $38K | Sell |
622
-2,439
| -80% | -$159K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $202K | Sell |
3,061
-92
| -3% | -$6.45K | 0.01% | 739 |
|
|
2022
Q1 | $226K | Buy |
3,153
+403
| +15% | +$28.4K | 0.01% | 756 |
|
|
2021
Q4 | $189K | Buy |
2,750
+152
| +6% | +$10.7K | 0.01% | 895 |
|
|
2021
Q3 | $184K | Hold |
2,598
| – | – | 0.01% | 891 |
|
|
2021
Q2 | $161K | Sell |
2,598
-1,678
| -39% | -$110K | 0.01% | 947 |
|
|
2021
Q1 | $282K | Hold |
4,276
| – | – | 0.01% | 832 |
|
|
2020
Q4 | $175K | Buy |
4,276
+1,664
| +64% | +$71.8K | 0.01% | 882 |
|
|
2020
Q3 | $93K | Sell |
2,612
-275
| -10% | -$11K | ﹤0.01% | 969 |
|
|
2020
Q2 | $108K | Hold |
2,887
| – | – | 0.01% | 888 |
|
|
2020
Q1 | $101K | Sell |
2,887
-230
| -7% | -$12K | 0.01% | 831 |
|
|
2019
Q4 | $188K | Buy |
3,117
+1,900
| +156% | +$114K | 0.01% | 715 |
|
|
2019
Q3 | $73K | Hold |
1,217
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q2 | $67K | Hold |
1,217
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $60K | Hold |
1,217
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q4 | $53K | Sell |
1,217
-449
| -27% | -$20.2K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $83K | Buy |
1,666
+700
| +72% | +$36K | 0.01% | 959 |
|
|
2018
Q2 | $49K | Sell |
966
-700
| -42% | -$36.7K | ﹤0.01% | 1051 |
|
|
2018
Q1 | $85K | Hold |
1,666
| – | – | 0.01% | 813 |
|
|
2017
Q4 | $93K | Hold |
1,666
| – | – | 0.01% | 768 |
|
|
2017
Q3 | $92K | Sell |
1,666
-290
| -15% | -$15.8K | 0.01% | 724 |
|
|
2017
Q2 | $102K | Sell |
1,956
-329
| -14% | -$16.3K | 0.01% | 673 |
|
|
2017
Q1 | $109K | Buy |
2,285
+634
| +38% | +$30.7K | 0.01% | 637 |
|
|
2016
Q4 | $78K | Hold |
1,651
| – | – | 0.01% | 681 |
|
|
2016
Q3 | $70K | Hold |
1,651
| – | – | 0.01% | 688 |
|
|
2016
Q2 | $73K | Hold |
1,651
| – | – | 0.01% | 682 |
|
|
2016
Q1 | $77K | Buy |
+1,651
| New | +$69.4K | 0.01% | 656 |
|
Other funds holding HIG
Geneos Wealth Management's HIG Position: Q2 2026 in Review
Geneos Wealth Management increased its Hartford Financial Services (HIG) stake by 4.6% in Q2 2026, buying an estimated $70.5K and bringing the position to 12,043 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #430.
Geneos Wealth Management first reported a position in HIG in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.67M in Q4 2025. 1,202 funds tracked by Wall St. Rank hold HIG as of Q2 2026.
- Geneos Wealth Management held 12,043 shares of Hartford Financial Services worth $1.6M as of Q2 2026.
- Geneos Wealth Management bought 527 Hartford Financial Services shares in Q2 2026, an estimated $70.5K.
- Hartford Financial Services made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #430 holding.
- Geneos Wealth Management first reported a position in Hartford Financial Services in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Hartford Financial Services position peaked at $1.67M in Q4 2025.
- 1,202 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.