GeoWealth Management’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

GeoWealth Management’s Portfolio HDUS Stock Details HDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,757	Closed	-$224K	–	961
2025 Q2	$224K	Sell	3,757 -1,050	-22%	-$58.1K	0.01%	631
2025 Q1	$260K	Sell	4,807 -462	-9%	-$26.2K	0.01%	588
2024 Q4	$298K	Sell	5,269 -63	-1%	-$3.6K	0.01%	629
2024 Q3	$296K	Sell	5,332 -1,733	-25%	-$92.8K	0.01%	609
2024 Q2	$370K	Buy	7,065 +2	+0%	+$101	0.02%	515
2024 Q1	$359K	Sell	7,063 -5,583	-44%	-$270K	0.01%	521
2023 Q4	$588K	Sell	12,646 -120	-0.9%	-$5.26K	0.05%	299
2023 Q3	$540K	Buy	12,766 +3,980	+45%	+$175K	0.06%	199
2023 Q2	$386K	Buy	+8,786	New	+$368K	0.04%	194

Other funds holding HDUS

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

GeoWealth Management's HDUS Position: Q3 2025 in Review

GeoWealth Management sold out of Hartford Disciplined US Equity ETF (HDUS) in Q3 2025, closing a stake of 3,757 shares — an estimated $224K sold.

GeoWealth Management first reported a position in HDUS in Q2 2023 and held it in 9 quarters. The position peaked at $588K in Q4 2023. 33 funds tracked by Wall St. Rank hold HDUS as of Q3 2025.

GeoWealth Management reported no remaining Hartford Disciplined US Equity ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 3,757 Hartford Disciplined US Equity ETF shares in Q3 2025, an estimated $224K.
GeoWealth Management first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and held it in 9 quarters.
GeoWealth Management's Hartford Disciplined US Equity ETF position peaked at $588K in Q4 2023.
33 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.