Geneos Wealth Management Inc. - TEKLA HEALTHCARE INVS ownership

TEKLA HEALTHCARE INVS's ticker is HQH and the CUSIP is 87911J103. A total of 114 filers reported holding TEKLA HEALTHCARE INVS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of TEKLA HEALTHCARE INVS
ValueSharesWeighting
Q2 2023$597
-3.4%
350.0%0.00%
Q1 2023$618
-1.9%
350.0%0.00%
Q4 2022$630350.0%0.00%
Q3 2022$0
-100.0%
35
-96.2%
0.00%
-100.0%
Q2 2022$17,000
-5.6%
924
+2.2%
0.00%0.0%
Q1 2022$18,000
-14.3%
904
-1.1%
0.00%0.0%
Q4 2021$21,000
-4.5%
914
+1.6%
0.00%0.0%
Q3 2021$22,0000.0%900
+3.4%
0.00%0.0%
Q2 2021$22,000
+4.8%
8700.0%0.00%0.0%
Q1 2021$21,000
-40.0%
870
-40.1%
0.00%0.0%
Q4 2020$35,000
-47.0%
1,453
-55.8%
0.00%
-66.7%
Q3 2020$66,000
-2.9%
3,288
+0.3%
0.00%
-25.0%
Q2 2020$68,000
+23.6%
3,278
+1.5%
0.00%0.0%
Q1 2020$55,000
-17.9%
3,230
+0.9%
0.00%0.0%
Q4 2019$67,000
+55.8%
3,202
+34.4%
0.00%
+33.3%
Q3 2019$43,000
-8.5%
2,383
-0.1%
0.00%0.0%
Q2 2019$47,000
-25.4%
2,386
-23.4%
0.00%
-25.0%
Q1 2019$63,000
+16.7%
3,113
+1.9%
0.00%0.0%
Q4 2018$54,000
-28.9%
3,054
-7.5%
0.00%
-20.0%
Q3 2018$76,000
+10.1%
3,300
+1.4%
0.01%0.0%
Q2 2018$69,000
-2.8%
3,254
-1.8%
0.01%
-16.7%
Q1 2018$71,000
+29.1%
3,315
+33.8%
0.01%
+20.0%
Q4 2017$55,000
-6.8%
2,477
+4.3%
0.01%
-16.7%
Q3 2017$59,000
-33.7%
2,374
-33.5%
0.01%
-33.3%
Q2 2017$89,000
+6.0%
3,569
+1.7%
0.01%0.0%
Q1 2017$84,000
+15.1%
3,511
+0.4%
0.01%
-10.0%
Q4 2016$73,000
-9.9%
3,498
+1.7%
0.01%
-9.1%
Q3 2016$81,000
-9.0%
3,441
-7.6%
0.01%
-15.4%
Q2 2016$89,000
-16.8%
3,726
-14.7%
0.01%
-18.8%
Q1 2016$107,0004,3670.02%
Other shareholders
TEKLA HEALTHCARE INVS shareholders Q4 2022
NameSharesValueWeighting ↓
NEEDHAM INVESTMENT MANAGEMENT LLC 395,090$8,507,0002.43%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 477,916$10,294,0000.71%
Thomas J. Herzfeld Advisors, Inc. 78,891$1,699,0000.66%
United Asset Strategies, Inc. 98,188$2,114,0000.62%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 219,044$4,716,0000.42%
Sippican Capital Advisors 17,000$366,0000.38%
DOLIVER ADVISORS, LP 39,668$854,0000.37%
Claraphi Advisory Network, LLC 24,114$519,0000.37%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 41,312$889,0000.27%
Shaker Financial Services, LLC 25,870$557,0000.27%
View complete list of TEKLA HEALTHCARE INVS shareholders