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GENESIS PRIVATE WEALTH, LLC: HGER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on HGER, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 46,689 HGER shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,689 shares
    Change vs previous 13F -10,001 shares

    0.39% of the 13F portfolio, value $1,369,855.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,690 shares
    Change vs previous 13F +87 shares

    0.55% of the 13F portfolio, value $1,757,957.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,603 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,404,886.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).