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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2025
Q1
$260K Sell
2024
Q4
$298K Sell
2024
Q3
$296K Sell
2024
Q2
$370K Buy
2024
Q1
$359K Sell
2023
Q4
$588K Sell
2023
Q3
$540K Buy
2023
Q2
$386K Buy