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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 Hold
18
– – ﹤0.01% 2633
2025
Q1 		$3.35K Buy
+18
New +$3.34K ﹤0.01% 2632
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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 $4.02K in Q2 2025. 370 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 $4.02K in Q2 2025.
  • 370 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.