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Geneos Wealth Management’s East-West Bancorp EWBC Stock Holding History

Geneos Wealth Management’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3K Buy
204
+1
+0.5% +$123 ﹤0.01% 1708
2026
Q1 		$21.6K Buy
203
+2
+1% +$226 ﹤0.01% 1736
2025
Q4 		$22.6K Buy
201
+1
+0.5% +$106 ﹤0.01% 1682
2025
Q3 		$21.3K Sell
200
-782
-80% -$82.3K ﹤0.01% 1704
2025
Q2 		$99.2K Sell
982
-1,115
-53% -$98.8K ﹤0.01% 1258
2025
Q1 		$188K Buy
2,097
+1,617
+337% +$154K ﹤0.01% 1258
2024
Q4 		$46K Sell
480
-13
-3% -$1.28K ﹤0.01% 1348
2024
Q3 		$40.8K Buy
493
+292
+145% +$23.4K ﹤0.01% 1269
2024
Q2 		$14.7K Buy
+201
New +$14.9K ﹤0.01% 1442
2021
Q2 		– Sell
-219
Closed -$16K – 2929
2021
Q1 		$16K Sell
219
-106
-33% -$7.21K ﹤0.01% 2174
2020
Q4 		$24K Sell
325
-356
-52% -$15.1K ﹤0.01% 1792
2020
Q3 		$21K Hold
681
– – ﹤0.01% 1625
2020
Q2 		$23K Hold
681
– – ﹤0.01% 1558
2020
Q1 		$19K Hold
681
– – ﹤0.01% 1532
2019
Q4 		$33K Hold
681
– – ﹤0.01% 1460
2019
Q3 		$30K Hold
681
– – ﹤0.01% 1422
2019
Q2 		$31K Buy
681
+245
+56% +$11.7K ﹤0.01% 1420
2019
Q1 		$20K Hold
436
– – ﹤0.01% 1563
2018
Q4 		$18K Sell
436
-166
-28% -$8.61K ﹤0.01% 1538
2018
Q3 		$36K Buy
+602
New +$38.7K ﹤0.01% 1318
2017
Q2 		– Sell
-40
Closed -$2K – 2095
2017
Q1 		$2K Hold
40
– – ﹤0.01% 1877
2016
Q4 		$2K Hold
40
– – ﹤0.01% 1845
2016
Q3 		$1K Buy
+40
New +$1.41K ﹤0.01% 1871

Other funds holding EWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geneos Wealth Management's EWBC Position: Q2 2026 in Review

Geneos Wealth Management increased its East-West Bancorp (EWBC) stake by 0.49% in Q2 2026, buying an estimated $123 and bringing the position to 204 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Geneos Wealth Management first reported a position in EWBC in Q3 2016 and has held it in 23 quarters since. The position peaked at $188K in Q1 2025. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Geneos Wealth Management held 204 shares of East-West Bancorp worth $26.3K as of Q2 2026.
  • Geneos Wealth Management bought 1 East-West Bancorp share in Q2 2026, an estimated $123.
  • East-West Bancorp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1708 holding.
  • Geneos Wealth Management first reported a position in East-West Bancorp in Q3 2016 and has held it in 23 quarters since.
  • Geneos Wealth Management's East-West Bancorp position peaked at $188K in Q1 2025.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.