Geneva Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Buy |
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|
2025
Q1 | $92.2M | Sell |
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|
2024
Q4 | $101M | Buy |
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|
2024
Q3 | $68.9M | Buy |
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|
2024
Q2 | $72.5M | Sell |
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|
2024
Q1 | $70.7M | Sell |
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|
2023
Q4 | $57.7M | Sell |
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|
2023
Q3 | $64M | Buy |
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|
2023
Q2 | $55.2M | Sell |
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|
2023
Q1 | $51.7M | Buy |
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|
2022
Q4 | $53.5M | Sell |
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|
2022
Q3 | $58.9M | Buy |
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|
2022
Q2 | $52.2M | Sell |
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|
2022
Q1 | $57.9M | Buy |
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|
2021
Q4 | $36.3M | Sell |
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|
2021
Q3 | $57.5M | Sell |
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|
2021
Q2 | $85.2M | Sell |
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|
2021
Q1 | $73.7M | Sell |
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|
2020
Q4 | $77.2M | Sell |
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|
2020
Q3 | $57.9M | Buy |
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|
2020
Q2 | $66.1M | Buy |
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|
2020
Q1 | $56.1M | Buy |
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