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GeoWealth Management’s HF Sinclair DINO Stock Holding History

GeoWealth Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,286
Closed -$579K – 906
2026
Q1 		$579K Buy
+9,286
New +$503K 0.02% 442
2025
Q1 		– Sell
-1,574
Closed -$55.2K – 1248
2024
Q4 		$55.2K Sell
1,574
-303
-16% -$12.4K ﹤0.01% 1135
2024
Q3 		$83.7K Buy
+1,877
New +$89.6K ﹤0.01% 936

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GeoWealth Management's DINO Position: Q2 2026 in Review

GeoWealth Management sold out of HF Sinclair (DINO) in Q2 2026, closing a stake of 9,286 shares — an estimated $579K sold.

GeoWealth Management first reported a position in DINO in Q3 2024 and held it in 3 quarters. The position peaked at $579K in Q1 2026. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • GeoWealth Management reported no remaining HF Sinclair position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 9,286 HF Sinclair shares in Q2 2026, an estimated $579K.
  • GeoWealth Management first reported a position in HF Sinclair in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's HF Sinclair position peaked at $579K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.