GWM
Geneos Wealth Management’s Hertz HTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615 | Buy |
+90
| New | +$615 | ﹤0.01% | 3084 |
|
|
2024
Q2 | – | Sell |
-90
| Closed | -$705 | – | 2119 |
|
|
2024
Q1 | $705 | Hold |
90
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q4 | $935 | Hold |
90
| – | – | ﹤0.01% | 2021 |
|
|
2023
Q3 | $1.1K | Hold |
90
| – | – | ﹤0.01% | 2015 |
|
|
2023
Q2 | $1.66K | Hold |
90
| – | – | ﹤0.01% | 1957 |
|
|
2023
Q1 | $1.47K | Sell |
90
-2,000
| -96% | -$32.6K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $32.2K | Hold |
2,090
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q3 | $34K | Hold |
2,090
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q2 | $34K | Buy |
2,090
+2,000
| +2,222% | +$32.5K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 2650 |
|