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Geneos Wealth Management’s Hope Bancorp HOPE Stock Holding History

Geneos Wealth Management’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$944 Hold
69
– – ﹤0.01% 2434
2026
Q1 		$771 Hold
69
– – ﹤0.01% 2433
2025
Q4 		$756 Hold
69
– – ﹤0.01% 2429
2025
Q3 		$743 Sell
69
-2,687
-97% -$29.1K ﹤0.01% 2433
2025
Q2 		$29.6K Sell
2,756
-672
-20% -$6.77K ﹤0.01% 1837
2025
Q1 		$35.9K Buy
3,428
+2,558
+294% +$28.7K ﹤0.01% 1665
2024
Q4 		$10.7K Hold
870
– – ﹤0.01% 2029
2024
Q3 		$10.9K Buy
870
+801
+1,161% +$9.79K ﹤0.01% 1808
2024
Q2 		$741 Hold
69
– – ﹤0.01% 2016
2024
Q1 		$794 Hold
69
– – ﹤0.01% 2071
2023
Q4 		$834 Buy
+69
New +$686 ﹤0.01% 2038
2018
Q1 		– Sell
-210
Closed -$3K – 2201
2017
Q4 		$3K Hold
210
– – ﹤0.01% 1944
2017
Q3 		$3K Hold
210
– – ﹤0.01% 1896
2017
Q2 		$3K Hold
210
– – ﹤0.01% 1850
2017
Q1 		$4K Hold
210
– – ﹤0.01% 1741
2016
Q4 		$4K Hold
210
– – ﹤0.01% 1688
2016
Q3 		$3K Buy
+210
New +$3.4K ﹤0.01% 1696

Other funds holding HOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Geneos Wealth Management held its Hope Bancorp (HOPE) position steady in Q2 2026 at 69 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Geneos Wealth Management first reported a position in HOPE in Q3 2016 and has held it in 17 quarters since. The position peaked at $35.9K in Q1 2025. 262 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Geneos Wealth Management held 69 shares of Hope Bancorp worth $944 as of Q2 2026.
  • Geneos Wealth Management left its Hope Bancorp share count unchanged in Q2 2026.
  • Hope Bancorp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2434 holding.
  • Geneos Wealth Management first reported a position in Hope Bancorp in Q3 2016 and has held it in 17 quarters since.
  • Geneos Wealth Management's Hope Bancorp position peaked at $35.9K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

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