GeoWealth Management’s Hecla Mining HL Stock Holding History

GeoWealth Management’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,077	Closed	-$84.3K	–	964
2025 Q2	$84.3K	Buy	+14,077	New	+$77.7K	﹤0.01%	848
2025 Q1	–	Sell	-2,913	Closed	-$14.3K	–	1382
2024 Q4	$14.3K	Buy	2,913 +278	+11%	+$1.66K	﹤0.01%	1442
2024 Q3	$17.6K	Buy	+2,635	New	+$15.4K	﹤0.01%	1302

Other funds holding HL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GeoWealth Management's HL Position: Q3 2025 in Review

GeoWealth Management sold out of Hecla Mining (HL) in Q3 2025, closing a stake of 14,077 shares — an estimated $84.3K sold.

GeoWealth Management first reported a position in HL in Q3 2024 and held it in 3 quarters. The position peaked at $84.3K in Q2 2025. 447 funds tracked by Wall St. Rank hold HL as of Q3 2025.

GeoWealth Management reported no remaining Hecla Mining position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 14,077 Hecla Mining shares in Q3 2025, an estimated $84.3K.
GeoWealth Management first reported a position in Hecla Mining in Q3 2024 and held it in 3 quarters.
GeoWealth Management's Hecla Mining position peaked at $84.3K in Q2 2025.
447 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2025.

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