GeoWealth Management’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$255K Buy
7,516
+310
+4% +$12.1K 0.01% 710
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

GeoWealth Management's HAL Position: Q2 2026 in Review

GeoWealth Management increased its Halliburton (HAL) stake by 4.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 7,516 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #710.

GeoWealth Management first reported a position in HAL in Q1 2024 and has held it in 8 quarters since. The position peaked at $281K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • GeoWealth Management held 7,516 shares of Halliburton worth $255K as of Q2 2026.
  • GeoWealth Management bought 310 Halliburton shares in Q2 2026, an estimated $12.1K.
  • Halliburton made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #710 holding.
  • GeoWealth Management first reported a position in Halliburton in Q1 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Halliburton position peaked at $281K in Q1 2026.
  • 1,206 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

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