GWM
HTLF

Geneos Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Geneos Wealth Management’s Portfolio HTLF Stock Details HTLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21
Closed -$738 – 2192
2024
Q1 		$738 Buy
+21
New +$738 ﹤0.01% 2079
2021
Q2 		– Sell
-9,227
Closed -$463K – 3155
2021
Q1 		$463K Buy
+9,227
New +$463K 0.01% 657