HTZ β€” HERTZ GLOBAL HLDGS INC

Ownership history in Geneos Wealth Management Inc.  Β·  11 quarters on record

AI Ownership Summary

Geneos Wealth Management Inc. reported HERTZ GLOBAL HLDGS INC (HTZ) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HTZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in HERTZ GLOBAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HTZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Geneos Wealth Management Inc. held HTZ β€” position size vs. price
% of Fund (quarterly)    HTZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 90 β€” 0% 0.00% $612 2025-10-22 $4.95
2025 Q2 UNCHANGED 90 β€” 0% 0.00% $615 2025-08-18 $5.22
2024 Q1 UNCHANGED 90 β€” 0% 0.00% $705 2024-05-03 $4.84
2023 Q4 UNCHANGED 90 β€” 0% 0.00% $935 2024-01-26 $8.65
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Geneos Wealth Management Inc. and HTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning HTZ?

Geneos Wealth Management Inc. reported HTZ across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HTZ position in Geneos Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for HTZ was 0.00% in 2023 Q4.

What is the latest reported HTZ position on this page?

The most recent filing on this page is 2025 Q3, when Geneos Wealth Management Inc. reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $612.

What does the chart on this HTZ ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly HTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Geneos Wealth Management Inc. Holdings