GeoWealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

GeoWealth Management’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-53	Closed	-$3.25K	–	1840
2024 Q4	$3.25K	Hold	53	–	–	﹤0.01%	1604
2024 Q3	$3.01K	Buy	+53	New	+$2.77K	﹤0.01%	1514

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

GeoWealth Management's HTLF Position: Q1 2025 in Review

GeoWealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 53 shares — an estimated $3.25K sold.

GeoWealth Management first reported a position in HTLF in Q3 2024 and held it in 2 quarters. The position peaked at $3.25K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

GeoWealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 53 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $3.25K.
GeoWealth Management first reported a position in Heartland Financial USA, Inc. in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Heartland Financial USA, Inc. position peaked at $3.25K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.