Geneos Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-500
| Closed | -$11K | – | 2502 |
|
|
2025
Q3 | $11K | Sell |
500
-843
| -63% | -$15.5K | ﹤0.01% | 1931 |
|
|
2025
Q2 | $20.4K | Buy |
1,343
+1,300
| +3,023% | +$23.8K | ﹤0.01% | 2023 |
|
|
2025
Q1 | $1.12K | Sell |
43
-493
| -92% | -$14.3K | ﹤0.01% | 2911 |
|
|
2024
Q4 | $17.2K | Hold |
536
| – | – | ﹤0.01% | 1806 |
|
|
2024
Q3 | $16.3K | Buy |
+536
| New | +$18.5K | ﹤0.01% | 1635 |
|
|
2024
Q2 | – | Sell |
-24
| Closed | -$1.01K | – | 2118 |
|
|
2024
Q1 | $1.01K | Buy |
+24
| New | +$908 | ﹤0.01% | 2018 |
|
|
2022
Q3 | – | Sell |
-165
| Closed | -$7K | – | 2269 |
|
|
2022
Q2 | $7K | Hold |
165
| – | – | ﹤0.01% | 2082 |
|
|
2022
Q1 | $7K | Sell |
165
-2,820
| -94% | -$97.2K | ﹤0.01% | 2222 |
|
|
2021
Q4 | $70K | Hold |
2,985
| – | – | ﹤0.01% | 1324 |
|
|
2021
Q3 | $85K | Hold |
2,985
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q2 | $99K | Buy |
2,985
+420
| +16% | +$12.4K | ﹤0.01% | 1170 |
|
|
2021
Q1 | $65K | Hold |
2,565
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q4 | $72K | Hold |
2,565
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q3 | $36K | Hold |
2,565
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q2 | $47K | Buy |
2,565
+1,000
| +64% | +$19.5K | ﹤0.01% | 1240 |
|
|
2020
Q1 | $26K | Sell |
1,565
-3,501
| -69% | -$123K | ﹤0.01% | 1398 |
|
|
2019
Q4 | $225K | Sell |
5,066
-20
| -0.4% | -$802 | 0.01% | 659 |
|
|
2019
Q3 | $206K | Buy |
5,086
+400
| +9% | +$17.6K | 0.01% | 654 |
|
|
2019
Q2 | $237K | Hold |
4,686
| – | – | 0.01% | 611 |
|
|
2019
Q1 | $260K | Buy |
4,686
+1,006
| +27% | +$54.8K | 0.02% | 569 |
|
|
2018
Q4 | $175K | Sell |
3,680
-1,322
| -26% | -$81.2K | 0.01% | 643 |
|
|
2018
Q3 | $343K | Buy |
5,002
+922
| +23% | +$58.9K | 0.02% | 475 |
|
|
2018
Q2 | $260K | Hold |
4,080
| – | – | 0.02% | 492 |
|
|
2018
Q1 | $271K | Hold |
4,080
| – | – | 0.02% | 451 |
|
|
2017
Q4 | $263K | Hold |
4,080
| – | – | 0.02% | 461 |
|
|
2017
Q3 | $212K | Sell |
4,080
-550
| -12% | -$27.2K | 0.02% | 494 |
|
|
2017
Q2 | $251K | Hold |
4,630
| – | – | 0.03% | 436 |
|
|
2017
Q1 | $308K | Buy |
4,630
+460
| +11% | +$32.7K | 0.03% | 382 |
|
|
2016
Q4 | $322K | Sell |
4,170
-650
| -13% | -$46.2K | 0.04% | 349 |
|
|
2016
Q3 | $324K | Hold |
4,820
| – | – | 0.04% | 340 |
|
|
2016
Q2 | $330K | Hold |
4,820
| – | – | 0.05% | 323 |
|
|
2016
Q1 | $272K | Buy |
+4,820
| New | +$255K | 0.04% | 361 |
|
Other funds holding HP
Geneos Wealth Management's HP Position: Q4 2025 in Review
Geneos Wealth Management sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 500 shares — an estimated $11K sold.
Geneos Wealth Management first reported a position in HP in Q1 2016 and held it in 32 quarters. The position peaked at $343K in Q3 2018. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.
- Geneos Wealth Management reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
- Geneos Wealth Management sold 500 Helmerich & Payne shares in Q4 2025, an estimated $11K.
- Geneos Wealth Management first reported a position in Helmerich & Payne in Q1 2016 and held it in 32 quarters.
- Geneos Wealth Management's Helmerich & Payne position peaked at $343K in Q3 2018.
- 360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.
Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.