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 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 -32	-18%	-$18.7K	﹤0.01%	1340
2025 Q1	$232K	Buy	176 +112	+175%	+$78.6K	﹤0.01%	1165
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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Geneos Wealth Management's HUBS Position: Q1 2026 in Review

Geneos Wealth Management held its HubSpot (HUBS) position steady in Q1 2026 at 4 shares worth $976. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Geneos Wealth Management first reported a position in HUBS in Q1 2020 and has held it in 13 quarters since. The position peaked at $232K in Q1 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Geneos Wealth Management held 4 shares of HubSpot worth $976 as of Q1 2026.
Geneos Wealth Management left its HubSpot share count unchanged in Q1 2026.
HubSpot made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2408 holding.
Geneos Wealth Management first reported a position in HubSpot in Q1 2020 and has held it in 13 quarters since.
Geneos Wealth Management's HubSpot position peaked at $232K in Q1 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.