GWM
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Geneos Wealth Management’s Popular Inc BPOP Stock Holding History

Geneos Wealth Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-339
Closed -$37.4K – 2576
2025
Q2 		$37.4K Sell
339
-639
-65% -$63.1K ﹤0.01% 1726
2025
Q1 		$90.3K Buy
978
+660
+208% +$64.2K ﹤0.01% 1625
2024
Q4 		$29.9K Buy
318
+18
+6% +$1.73K ﹤0.01% 1540
2024
Q3 		$30.1K Buy
+300
New +$29.2K ﹤0.01% 1391
2024
Q2 		– Sell
-19
Closed -$1.67K – 2071
2024
Q1 		$1.67K Buy
+19
New +$1.59K ﹤0.01% 1924
2017
Q2 		– Sell
-73
Closed -$2K – 2076
2017
Q1 		$2K Hold
73
– – ﹤0.01% 1861
2016
Q4 		$3K Sell
73
-19
-21% -$769 ﹤0.01% 1743
2016
Q3 		$3K Buy
+92
New +$3.27K ﹤0.01% 1678

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return