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Geneos Wealth Management’s Hartford Financial Services HIG Stock Holding History

Geneos Wealth Management’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 Sell
12,197
-5,529
-31% -$687K 0.04% 420
2025
Q1 		$2.19M Buy
17,726
+12,166
+219% +$1.39M 0.03% 467
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Geneos Wealth Management reduced its Hartford Financial Services (HIG) stake by 5.2% in Q1 2026, selling an estimated $86K and leaving 11,516 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #400.

Geneos Wealth Management first reported a position in HIG in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.19M in Q1 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Geneos Wealth Management held 11,516 shares of Hartford Financial Services worth $1.56M as of Q1 2026.
  • Geneos Wealth Management sold 630 Hartford Financial Services shares in Q1 2026, an estimated $86K.
  • Hartford Financial Services made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #400 holding.
  • Geneos Wealth Management first reported a position in Hartford Financial Services in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Hartford Financial Services position peaked at $2.19M in Q1 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

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