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HB Wealth Management, LLC → TMDX

HB Wealth Management, LLC TMDX Position History

TransMedics Group, Inc.

Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q1 2026$1.5M
Q2 2026$1M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M14.4K——
Q2 2026$1M15.1K——
Q1 2026$1.5M14.8K——
Q4 2025$1.8M14.7K——

Other funds holding TMDX

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B