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Geneos Wealth Management’s HubSpot HUBS Stock Holding History

Geneos Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$730 Hold
4
– – ﹤0.01% 2449
2026
Q1 		$976 Hold
4
– – ﹤0.01% 2408
2025
Q4 		$1.6K Hold
4
– – ﹤0.01% 2354
2025
Q3 		$1.87K Sell
4
-140
-97% -$70.4K ﹤0.01% 2326
2025
Q2 		$80.2K Sell
144
-28
-16% -$16.4K ﹤0.01% 1340
2025
Q1 		$98.3K Buy
172
+108
+169% +$75.8K ﹤0.01% 1172
2024
Q4 		$44.6K Buy
64
+5
+8% +$3.21K ﹤0.01% 1359
2024
Q3 		$31.4K Buy
59
+55
+1,375% +$27.6K ﹤0.01% 1374
2024
Q2 		$2.36K Sell
4
-45
-92% -$27.6K ﹤0.01% 1861
2024
Q1 		$30.7K Buy
49
+45
+1,125% +$27K ﹤0.01% 1235
2023
Q4 		$2.32K Buy
4
+1
+33% +$481 ﹤0.01% 1894
2023
Q3 		$1.48K Buy
+3
New +$1.57K ﹤0.01% 1978
2021
Q2 		– Sell
-45
Closed -$23K – 2970
2021
Q1 		$23K Buy
+45
New +$19.8K ﹤0.01% 2003
2020
Q2 		– Sell
-60
Closed -$7K – 2586
2020
Q1 		$7K Buy
+60
New +$9.97K ﹤0.01% 1934

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Geneos Wealth Management's HUBS Position: Q2 2026 in Review

Geneos Wealth Management held its HubSpot (HUBS) position steady in Q2 2026 at 4 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

Geneos Wealth Management first reported a position in HUBS in Q1 2020 and has held it in 14 quarters since. The position peaked at $98.3K in Q1 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Geneos Wealth Management held 4 shares of HubSpot worth $730 as of Q2 2026.
  • Geneos Wealth Management left its HubSpot share count unchanged in Q2 2026.
  • HubSpot made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2449 holding.
  • Geneos Wealth Management first reported a position in HubSpot in Q1 2020 and has held it in 14 quarters since.
  • Geneos Wealth Management's HubSpot position peaked at $98.3K in Q1 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.