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GeoWealth Management’s Halliburton HAL Stock Holding History

GeoWealth Management’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Buy
+7,206
New +$249K 0.01% 631
2025
Q3 		– Sell
-2,849
Closed -$58.1K – 958
2025
Q2 		$58.1K Buy
2,849
+1,824
+178% +$38.3K ﹤0.01% 913
2025
Q1 		$26K Sell
1,025
-2,574
-72% -$67.7K ﹤0.01% 957
2024
Q4 		$97.9K Sell
3,599
-1,179
-25% -$34.5K ﹤0.01% 975
2024
Q3 		$139K Sell
4,778
-1,375
-22% -$43.4K ﹤0.01% 818
2024
Q2 		$208K Buy
6,153
+730
+13% +$26.9K 0.01% 671
2024
Q1 		$214K Buy
+5,423
New +$194K 0.01% 667

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's HAL Position: Q1 2026 in Review

GeoWealth Management opened a new position in Halliburton (HAL) in Q1 2026: 7,206 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in HAL as recently as Q2 2025.

GeoWealth Management first reported a position in HAL in Q1 2024 and has held it in 7 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • GeoWealth Management held 7,206 shares of Halliburton worth $281K as of Q1 2026.
  • Halliburton was a new GeoWealth Management position in Q1 2026.
  • Halliburton made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #631 holding.
  • GeoWealth Management first reported a position in Halliburton in Q1 2024 and has held it in 7 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.