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Geneos Wealth Management’s HealthEquity HQY Stock Holding History

Geneos Wealth Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-205
Closed -$18.8K – 2520
2025
Q4 		$18.8K Buy
+205
New +$19.6K ﹤0.01% 1744
2025
Q3 		– Sell
-249
Closed -$26.1K – 2803
2025
Q2 		$26.1K Sell
249
-1
-0.4% -$95 ﹤0.01% 1909
2025
Q1 		$66.3K Buy
250
+41
+20% +$4.21K ﹤0.01% 1775
2024
Q4 		$20.1K Sell
209
-17
-8% -$1.58K ﹤0.01% 1722
2024
Q3 		$18.5K Buy
226
+146
+183% +$11.3K ﹤0.01% 1588
2024
Q2 		$6.9K Hold
80
– – ﹤0.01% 1639
2024
Q1 		$6.53K Hold
80
– – ﹤0.01% 1655
2023
Q4 		$5.3K Hold
80
– – ﹤0.01% 1715
2023
Q3 		$5.84K Hold
80
– – ﹤0.01% 1698
2023
Q2 		$5.05K Hold
80
– – ﹤0.01% 1740
2023
Q1 		$4.7K Hold
80
– – ﹤0.01% 1744
2022
Q4 		$4.93K Hold
80
– – ﹤0.01% 1707
2022
Q3 		$5K Hold
80
– – ﹤0.01% 1691
2022
Q2 		$4K Hold
80
– – ﹤0.01% 2257
2022
Q1 		$5K Hold
80
– – ﹤0.01% 2335
2021
Q4 		$3K Hold
80
– – ﹤0.01% 2522
2021
Q3 		$5K Hold
80
– – ﹤0.01% 2448
2021
Q2 		$6K Sell
80
-31
-28% -$2.36K ﹤0.01% 2383
2021
Q1 		$8K Hold
111
– – ﹤0.01% 2474
2020
Q4 		$5K Buy
111
+31
+39% +$1.93K ﹤0.01% 2471
2020
Q3 		$3K Hold
80
– – ﹤0.01% 2313
2020
Q2 		$4K Sell
80
-250
-76% -$13.8K ﹤0.01% 2210
2020
Q1 		$17K Hold
330
– – ﹤0.01% 1576
2019
Q4 		$24K Sell
330
-300
-48% -$18.7K ﹤0.01% 1605
2019
Q3 		$34K Sell
630
-70
-10% -$4.65K ﹤0.01% 1361
2019
Q2 		$45K Buy
+700
New +$48.7K ﹤0.01% 1238

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of HealthEquity (HQY) in Q1 2026, closing a stake of 205 shares — an estimated $18.8K sold.

Geneos Wealth Management first reported a position in HQY in Q2 2019 and held it in 26 quarters. The position peaked at $66.3K in Q1 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Geneos Wealth Management reported no remaining HealthEquity position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 205 HealthEquity shares in Q1 2026, an estimated $18.8K.
  • Geneos Wealth Management first reported a position in HealthEquity in Q2 2019 and held it in 26 quarters.
  • Geneos Wealth Management's HealthEquity position peaked at $66.3K in Q1 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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