Triton Wealth Management’s Harvard Bioscience HBIO Stock Holding History

Triton Wealth Management’s Portfolio HBIO Stock Details HBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$30K	Sell	1,088 -146	-12%	-$3.35K	0.02%	93
2024 Q3	$31.3K	Sell	1,234 -107	-8%	-$3.15K	0.02%	88
2024 Q2	$44.3K	Hold	1,341	–	–	0.03%	83
2024 Q1	$50.2K	Sell	1,341 -1,324	-50%	-$59.5K	0.03%	74
2023 Q4	$133K	Sell	2,665 -300	-10%	-$13.5K	0.09%	72
2023 Q3	$129K	Sell	2,965 -64	-2%	-$2.95K	0.09%	70
2023 Q2	$137K	Hold	3,029	–	–	0.08%	82
2023 Q1	$175K	Sell	3,029 -345	-10%	-$10.2K	0.11%	76
2022 Q4	$99.2K	Sell	3,374 -30	-0.9%	-$739	0.06%	78
2022 Q3	$92K	Sell	3,404 -349	-9%	-$11.5K	0.05%	80
2022 Q2	$140K	Sell	3,753 -290	-7%	-$13.1K	0.1%	79
2022 Q1	$236K	Hold	4,043	–	–	0.12%	80
2021 Q4	$236K	Sell	4,043 -491	-11%	-$34.9K	0.12%	80
2021 Q3	$304K	Buy	4,534 +218	+5%	+$17.4K	0.14%	79
2021 Q2	$373K	Buy	+4,316	New	+$305K	0.21%	73

Other funds holding HBIO

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Triton Wealth Management's HBIO Position: Q4 2024 in Review

Triton Wealth Management reduced its Harvard Bioscience (HBIO) stake by 12% in Q4 2024, selling an estimated $3.35K and leaving 1,088 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #93.

Triton Wealth Management first reported a position in HBIO in Q2 2021 and has held it in 15 quarters since. The position peaked at $373K in Q2 2021. 95 funds tracked by Wall St. Rank hold HBIO as of Q4 2024.

Triton Wealth Management held 1,088 shares of Harvard Bioscience worth $30K as of Q4 2024.
Triton Wealth Management sold 146 Harvard Bioscience shares in Q4 2024, an estimated $3.35K.
Harvard Bioscience made up 0.02% of Triton Wealth Management's portfolio in Q4 2024, its #93 holding.
Triton Wealth Management first reported a position in Harvard Bioscience in Q2 2021 and has held it in 15 quarters since.
Triton Wealth Management's Harvard Bioscience position peaked at $373K in Q2 2021.
95 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2024.

Based on Triton Wealth Management's 13F filing for Q4 2024, filed 18 Mar 2025.