GWM
HLMN icon

Geneos Wealth Management’s Hillman Solutions HLMN Stock Holding History

Geneos Wealth Management’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-159
Closed -$1.14K – 2797
2025
Q2 		$1.14K Sell
159
-7
-4% -$52 ﹤0.01% 2949
2025
Q1 		$1.46K Sell
166
-7
-4% -$68 ﹤0.01% 2845
2024
Q4 		$1.69K Hold
173
– – ﹤0.01% 2655
2024
Q3 		$1.83K Buy
+173
New +$1.67K ﹤0.01% 2322

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geneos Wealth Management's HLMN Position: Q3 2025 in Review

Geneos Wealth Management sold out of Hillman Solutions (HLMN) in Q3 2025, closing a stake of 159 shares — an estimated $1.14K sold.

Geneos Wealth Management first reported a position in HLMN in Q3 2024 and held it in 4 quarters. The position peaked at $1.83K in Q3 2024. 241 funds tracked by Wall St. Rank hold HLMN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Hillman Solutions position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 159 Hillman Solutions shares in Q3 2025, an estimated $1.14K.
  • Geneos Wealth Management first reported a position in Hillman Solutions in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Hillman Solutions position peaked at $1.83K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.