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Geneos Wealth Management’s Credicorp BAP Stock Holding History

Geneos Wealth Management’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$4.02K – 2545
2025
Q2 		$4.02K Sell
18
-18
-50% -$3.65K ﹤0.01% 2633
2025
Q1 		$6.7K Buy
+36
New +$6.68K ﹤0.01% 2682
2022
Q2 		– Sell
-10
Closed -$1K – 2591
2022
Q1 		$1K Buy
+10
New +$1.51K ﹤0.01% 2612
2021
Q2 		– Sell
-26
Closed -$3K – 2868
2021
Q1 		$3K Buy
+26
New +$4.04K ﹤0.01% 2775

Other funds holding BAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Geneos Wealth Management's BAP Position: Q3 2025 in Review

Geneos Wealth Management sold out of Credicorp (BAP) in Q3 2025, closing a stake of 18 shares — an estimated $4.02K sold.

Geneos Wealth Management first reported a position in BAP in Q1 2021 and held it in 4 quarters. The position peaked at $6.7K in Q1 2025. 368 funds tracked by Wall St. Rank hold BAP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Credicorp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 18 Credicorp shares in Q3 2025, an estimated $4.02K.
  • Geneos Wealth Management first reported a position in Credicorp in Q1 2021 and held it in 4 quarters.
  • Geneos Wealth Management's Credicorp position peaked at $6.7K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held Credicorp as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.