Geneos Wealth Management’s Hertz HTZ Stock Holding History

Geneos Wealth Management’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-90	Closed	-$612	–	2503
2025 Q3	$612	Hold	90	–	–	﹤0.01%	2448
2025 Q2	$615	Buy	+90	New	+$562	﹤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%	-$34.9K	﹤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%	+$39.5K	﹤0.01%	1451
2022 Q1	$1K	Buy	+90	New	+$1.89K	﹤0.01%	2651

Other funds holding HTZ

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Markets New York $20.8B AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return