GWM
HUCK

Geneos Wealth Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Geneos Wealth Management’s Portfolio HUCK Stock Details HUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.63K Hold
2,117
– – ﹤0.01% 2111
2026
Q1 		$6.48K Buy
+2,117
New +$10.7K ﹤0.01% 2105

Other funds holding HUCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geneos Wealth Management held its Huckleberry.ai, Inc. Class B Common Stock (HUCK) position steady in Q2 2026 at 2,117 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Geneos Wealth Management first reported a position in HUCK in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

  • Geneos Wealth Management held 2,117 shares of Huckleberry.ai, Inc. Class B Common Stock worth $6.63K as of Q2 2026.
  • Geneos Wealth Management left its Huckleberry.ai, Inc. Class B Common Stock share count unchanged in Q2 2026.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2111 holding.
  • Geneos Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

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