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HOPE icon

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
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
-4,530
-62% -$45.7K ﹤0.01% 1837
2025
Q1 		$76.3K Buy
7,286
+6,416
+737% +$72K ﹤0.01% 1699
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

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Wellington Management Group
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return