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 Q3	$24.3K	Buy	1,831 +1,762	+2,554%	+$24.4K	﹤0.01%	2020
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%	+$9.8K	﹤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%	1945
2017 Q3	$3K	Hold	210	–	–	﹤0.01%	1897
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%	1697

Other funds holding HOPE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geneos Wealth Management's HOPE Position: Q3 2026 in Review

Geneos Wealth Management increased its Hope Bancorp (HOPE) stake by 2,554% in Q3 2026, buying an estimated $24.4K and bringing the position to 1,831 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Geneos Wealth Management first reported a position in HOPE in Q3 2016 and has held it in 18 quarters since. The position peaked at $35.9K in Q1 2025. 176 funds tracked by Wall St. Rank hold HOPE as of Q3 2026.

Geneos Wealth Management held 1,831 shares of Hope Bancorp worth $24.3K as of Q3 2026.
Geneos Wealth Management bought 1,762 Hope Bancorp shares in Q3 2026, an estimated $24.4K.
Hope Bancorp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2020 holding.
Geneos Wealth Management first reported a position in Hope Bancorp in Q3 2016 and has held it in 18 quarters since.
Geneos Wealth Management's Hope Bancorp position peaked at $35.9K in Q1 2025.
176 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.