Geneos Wealth Management’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.2K | Sell |
106
-93
| -47% | -$28.2K | ﹤0.01% | 1600 |
|
|
2025
Q4 | $57.2K | Buy |
199
+93
| +88% | +$25.3K | ﹤0.01% | 1346 |
|
|
2025
Q3 | $27.5K | Sell |
106
-314
| -75% | -$84.9K | ﹤0.01% | 1601 |
|
|
2025
Q2 | $112K | Sell |
420
-354
| -46% | -$84.3K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $176K | Buy |
774
+656
| +556% | +$163K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $29.2K | Buy |
118
+5
| +4% | +$1.22K | ﹤0.01% | 1553 |
|
|
2024
Q3 | $26K | Buy |
113
+81
| +253% | +$17.5K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $6.98K | Sell |
32
-15
| -32% | -$3.08K | ﹤0.01% | 1634 |
|
|
2024
Q1 | $10K | Buy |
47
+7
| +18% | +$1.38K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $7.28K | Buy |
40
+8
| +25% | +$1.3K | ﹤0.01% | 1633 |
|
|
2023
Q3 | $4.81K | Hold |
32
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q2 | $4.66K | Hold |
32
| – | – | ﹤0.01% | 1757 |
|
|
2023
Q1 | $4.51K | Hold |
32
| – | – | ﹤0.01% | 1757 |
|
|
2022
Q4 | $4.04K | Hold |
32
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 2309 |
|
|
2022
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 2404 |
|
|
2021
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 2459 |
|
|
2021
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 2505 |
|
|
2021
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 2506 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 2584 |
|
|
2020
Q1 | $2K | Sell |
40
-58
| -59% | -$5.65K | ﹤0.01% | 2258 |
|
|
2019
Q4 | $11K | Sell |
98
-107
| -52% | -$10.7K | ﹤0.01% | 1923 |
|
|
2019
Q3 | $18K | Buy |
205
+13
| +7% | +$1.23K | ﹤0.01% | 1653 |
|
|
2019
Q2 | $18K | Buy |
192
+107
| +126% | +$9.71K | ﹤0.01% | 1675 |
|
|
2019
Q1 | $7K | Sell |
85
-1
| -1% | -$78 | ﹤0.01% | 1945 |
|
|
2018
Q4 | $6K | Sell |
86
-379
| -82% | -$27.4K | ﹤0.01% | 1926 |
|
|
2018
Q3 | $37K | Hold |
465
| – | – | ﹤0.01% | 1304 |
|
|
2018
Q2 | $36K | Hold |
465
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q1 | $36K | Hold |
465
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q4 | $37K | Buy |
465
+66
| +17% | +$4.9K | ﹤0.01% | 1138 |
|
|
2017
Q3 | $27K | Hold |
399
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q2 | $24K | Hold |
399
| – | – | ﹤0.01% | 1201 |
|
|
2017
Q1 | $23K | Buy |
+399
| New | +$23.2K | ﹤0.01% | 1188 |
|
Other funds holding HLT
VCM
VPM
