Geneos Wealth Management’s Hamilton Lane HLNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.5K Sell
306
-618
-67% -$87.8K ﹤0.01% 1646
2025
Q1
$137K Buy
924
+795
+616% +$118K ﹤0.01% 1396
2024
Q4
$19.1K Buy
129
+8
+7% +$1.18K ﹤0.01% 1749
2024
Q3
$20.4K Buy
+121
New +$20.4K ﹤0.01% 1553