Geneos Wealth Management Inc. Hartford Fds Exchange Traded Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	SELL	$21.57 - $21.82 $153,556 - $155,336	-7,119 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$21.52 - $21.89 $153,200 - $155,834	7,119 New	7,119 $154,000

Others Institutions Holding HTAB

# of Institutions

62

Shares Held

14.1M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

1.82M
Shares

$35.2 Million
4.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$33 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.47M
Shares

$28.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

989K
Shares

$19.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

767K
Shares

$14.8 Million
0.0% of portfolio

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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