Hagerty shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Hagerty
Tip: Access up to 7 years of quarterly data
All positions including Hagerty held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Hagerty by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 1.0k | 12.04 |
| 2025-06-30 | $10k | 1.0k | 10.11 |
| 2025-03-31 | $9.0k | 1.0k | 9.04 |
| 2024-12-31 | $9.7k | 1.0k | 9.65 |
| 2024-09-30 | $10k | 1.0k | 10.17 |
| 2024-06-30 | $10k | 1.0k | 10.40 |
| 2024-03-31 | $9.2k | 1.0k | 9.15 |
| 2023-12-31 | $7.8k | 1.0k | 7.80 |