GM
HES

GeoWealth Management’s Hess HES Stock Holding History

GeoWealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-287
Closed -$39.8K – 963
2025
Q2 		$39.8K Sell
287
-103
-26% -$13.9K ﹤0.01% 980
2025
Q1 		$62.3K Sell
390
-43
-10% -$6.32K ﹤0.01% 865
2024
Q4 		$57.6K Sell
433
-136
-24% -$19K ﹤0.01% 1119
2024
Q3 		$77.3K Buy
+569
New +$79.2K ﹤0.01% 955

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

GeoWealth Management's HES Position: Q3 2025 in Review

GeoWealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 287 shares — an estimated $39.8K sold.

GeoWealth Management first reported a position in HES in Q3 2024 and held it in 4 quarters. The position peaked at $77.3K in Q3 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • GeoWealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 287 Hess shares in Q3 2025, an estimated $39.8K.
  • GeoWealth Management first reported a position in Hess in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Hess position peaked at $77.3K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

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