Geneos Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Sell |
4,354
-3,148
| -42% | -$64.4K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $163K | Buy |
7,502
+4,423
| +144% | +$96.1K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $65.7K | Buy |
3,079
+15
| +0.5% | +$320 | ﹤0.01% | 1209 |
|
|
2024
Q3 | $62.7K | Buy |
3,064
+965
| +46% | +$19.7K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $44.4K | Sell |
2,099
-6
| -0.3% | -$127 | ﹤0.01% | 1106 |
|
|
2024
Q1 | $37.3K | Sell |
2,105
-24
| -1% | -$426 | ﹤0.01% | 1170 |
|
|
2023
Q4 | $36.2K | Sell |
2,129
-331
| -13% | -$5.62K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $42.7K | Buy |
2,460
+8
| +0.3% | +$139 | ﹤0.01% | 1121 |
|
|
2023
Q2 | $41.2K | Buy |
2,452
+398
| +19% | +$6.69K | ﹤0.01% | 1135 |
|
|
2023
Q1 | $32.7K | Buy |
2,054
+675
| +49% | +$10.8K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $22K | Buy |
1,379
+14
| +1% | +$223 | ﹤0.01% | 1309 |
|
|
2022
Q3 | $16K | Sell |
1,365
-3,969
| -74% | -$46.5K | ﹤0.01% | 1389 |
|
|
2022
Q2 | $69K | Buy |
5,334
+177
| +3% | +$2.29K | ﹤0.01% | 1152 |
|
|
2022
Q1 | $86K | Sell |
5,157
-1,112
| -18% | -$18.5K | ﹤0.01% | 1141 |
|
|
2021
Q4 | $98K | Sell |
6,269
-823
| -12% | -$12.9K | ﹤0.01% | 1176 |
|
|
2021
Q3 | $103K | Buy |
7,092
+7
| +0.1% | +$102 | ﹤0.01% | 1163 |
|
|
2021
Q2 | $104K | Sell |
7,085
-990
| -12% | -$14.5K | ﹤0.01% | 1149 |
|
|
2021
Q1 | $129K | Sell |
8,075
-256
| -3% | -$4.09K | ﹤0.01% | 1182 |
|
|
2020
Q4 | $115K | Sell |
8,331
-563
| -6% | -$7.77K | ﹤0.01% | 1075 |
|
|
2020
Q3 | $81K | Sell |
8,894
-3,496
| -28% | -$31.8K | ﹤0.01% | 1037 |
|
|
2020
Q2 | $117K | Buy |
12,390
+41
| +0.3% | +$387 | 0.01% | 842 |
|
|
2020
Q1 | $121K | Sell |
12,349
-147
| -1% | -$1.44K | 0.01% | 774 |
|
|
2019
Q4 | $198K | Buy |
12,496
+262
| +2% | +$4.15K | 0.01% | 703 |
|
|
2019
Q3 | $183K | Sell |
12,234
-2,553
| -17% | -$38.2K | 0.01% | 688 |
|
|
2019
Q2 | $221K | Buy |
14,787
+2,144
| +17% | +$32K | 0.01% | 634 |
|
|
2019
Q1 | $195K | Sell |
12,643
-4,364
| -26% | -$67.3K | 0.01% | 644 |
|
|
2018
Q4 | $221K | Sell |
17,007
-139
| -0.8% | -$1.81K | 0.02% | 572 |
|
|
2018
Q3 | $279K | Sell |
17,146
-465
| -3% | -$7.57K | 0.02% | 535 |
|
|
2018
Q2 | $257K | Sell |
17,611
-42
| -0.2% | -$613 | 0.02% | 498 |
|
|
2018
Q1 | $309K | Sell |
17,653
-336
| -2% | -$5.88K | 0.03% | 409 |
|
|
2017
Q4 | $258K | Sell |
17,989
-707
| -4% | -$10.1K | 0.02% | 468 |
|
|
2017
Q3 | $275K | Sell |
18,696
-4,336
| -19% | -$63.8K | 0.03% | 425 |
|
|
2017
Q2 | $296K | Sell |
23,032
-8,733
| -27% | -$112K | 0.03% | 400 |
|
|
2017
Q1 | $437K | Sell |
31,765
-2,323
| -7% | -$32K | 0.05% | 304 |
|
|
2016
Q4 | $458K | Sell |
34,088
-272
| -0.8% | -$3.66K | 0.06% | 266 |
|
|
2016
Q3 | $454K | Sell |
34,360
-86
| -0.2% | -$1.14K | 0.06% | 261 |
|
|
2016
Q2 | $370K | Sell |
34,446
-693
| -2% | -$7.44K | 0.05% | 303 |
|
|
2016
Q1 | $375K | Buy |
+35,139
| New | +$375K | 0.06% | 289 |
|