GWM
BPOP icon

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 Hold
339
– – ﹤0.01% 1726
2025
Q1 		$31.3K Buy
339
+21
+7% +$2.04K ﹤0.01% 1716
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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Popular Inc (BPOP) in Q3 2025, closing a stake of 339 shares — an estimated $37.4K sold.

Geneos Wealth Management first reported a position in BPOP in Q3 2016 and held it in 8 quarters. The position peaked at $37.4K in Q2 2025. 418 funds tracked by Wall St. Rank hold BPOP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Popular Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 339 Popular Inc shares in Q3 2025, an estimated $37.4K.
  • Geneos Wealth Management first reported a position in Popular Inc in Q3 2016 and held it in 8 quarters.
  • Geneos Wealth Management's Popular Inc position peaked at $37.4K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Popular Inc as of Q3 2025.

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