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Geneos Wealth Management’s Heartland Express HTLD Stock Holding History

Geneos Wealth Management’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60
Closed -$673 – 3120
2024
Q4 		$673 Hold
60
– – ﹤0.01% 2845
2024
Q3 		$737 Buy
+60
New +$736 ﹤0.01% 2500
2017
Q1 		– Sell
-140
Closed -$2K – 2099
2016
Q4 		$2K Sell
140
-65
-32% -$1.31K ﹤0.01% 1863
2016
Q3 		$3K Buy
205
+140
+215% +$2.62K ﹤0.01% 1697
2016
Q2 		$1K Sell
65
-62
-49% -$1.1K ﹤0.01% 1743
2016
Q1 		$2K Buy
+127
New +$2.28K ﹤0.01% 1664

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geneos Wealth Management's HTLD Position: Q1 2025 in Review

Geneos Wealth Management sold out of Heartland Express (HTLD) in Q1 2025, closing a stake of 60 shares — an estimated $673 sold.

Geneos Wealth Management first reported a position in HTLD in Q1 2016 and held it in 6 quarters. The position peaked at $3K in Q3 2016. 188 funds tracked by Wall St. Rank hold HTLD as of Q1 2025.

  • Geneos Wealth Management reported no remaining Heartland Express position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 60 Heartland Express shares in Q1 2025, an estimated $673.
  • Geneos Wealth Management first reported a position in Heartland Express in Q1 2016 and held it in 6 quarters.
  • Geneos Wealth Management's Heartland Express position peaked at $3K in Q3 2016.
  • 188 funds tracked by Wall St. Rank held Heartland Express as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.