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Geneos Wealth Management’s Hewlett Packard HPE Stock Holding History

Geneos Wealth Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.8K Sell
2,343
-1,248
-35% -$27.7K ﹤0.01% 1381
2025
Q4 		$86.3K Buy
3,591
+6
+0.2% +$141 ﹤0.01% 1195
2025
Q3 		$88K Sell
3,585
-769
-18% -$17K ﹤0.01% 1164
2025
Q2 		$89K Sell
4,354
-3,148
-42% -$52.8K ﹤0.01% 1297
2025
Q1 		$163K Buy
7,502
+4,423
+144% +$88.1K ﹤0.01% 1323
2024
Q4 		$65.7K Buy
3,079
+15
+0.5% +$317 ﹤0.01% 1209
2024
Q3 		$62.7K Buy
3,064
+965
+46% +$18.4K ﹤0.01% 1113
2024
Q2 		$44.4K Sell
2,099
-6
-0.3% -$111 ﹤0.01% 1106
2024
Q1 		$37.3K Sell
2,105
-24
-1% -$390 ﹤0.01% 1170
2023
Q4 		$36.2K Sell
2,129
-331
-13% -$5.39K ﹤0.01% 1167
2023
Q3 		$42.7K Buy
2,460
+8
+0.3% +$138 ﹤0.01% 1121
2023
Q2 		$41.2K Buy
2,452
+398
+19% +$6.09K ﹤0.01% 1135
2023
Q1 		$32.7K Buy
2,054
+675
+49% +$10.6K ﹤0.01% 1192
2022
Q4 		$22K Buy
1,379
+14
+1% +$206 ﹤0.01% 1309
2022
Q3 		$16K Sell
1,365
-3,969
-74% -$53.9K ﹤0.01% 1389
2022
Q2 		$69K Buy
5,334
+177
+3% +$2.68K ﹤0.01% 1152
2022
Q1 		$86K Sell
5,157
-1,112
-18% -$18.6K ﹤0.01% 1141
2021
Q4 		$98K Sell
6,269
-823
-12% -$12.4K ﹤0.01% 1176
2021
Q3 		$103K Buy
7,092
+7
+0.1% +$101 ﹤0.01% 1163
2021
Q2 		$104K Sell
7,085
-990
-12% -$15.6K ﹤0.01% 1149
2021
Q1 		$129K Sell
8,075
-256
-3% -$3.54K ﹤0.01% 1182
2020
Q4 		$115K Sell
8,331
-563
-6% -$5.91K ﹤0.01% 1075
2020
Q3 		$81K Sell
8,894
-3,496
-28% -$33.4K ﹤0.01% 1037
2020
Q2 		$117K Buy
12,390
+41
+0.3% +$403 0.01% 842
2020
Q1 		$121K Sell
12,349
-147
-1% -$1.93K 0.01% 774
2019
Q4 		$198K Buy
12,496
+262
+2% +$4.19K 0.01% 703
2019
Q3 		$183K Sell
12,234
-2,553
-17% -$36.3K 0.01% 688
2019
Q2 		$221K Buy
14,787
+2,144
+17% +$32.5K 0.01% 634
2019
Q1 		$195K Sell
12,643
-4,364
-26% -$67.2K 0.01% 644
2018
Q4 		$221K Sell
17,007
-139
-0.8% -$2.08K 0.02% 572
2018
Q3 		$279K Sell
17,146
-465
-3% -$7.45K 0.02% 535
2018
Q2 		$257K Sell
17,611
-42
-0.2% -$696 0.02% 498
2018
Q1 		$309K Sell
17,653
-336
-2% -$5.71K 0.03% 409
2017
Q4 		$258K Sell
17,989
-707
-4% -$10K 0.02% 468
2017
Q3 		$275K Sell
18,696
-4,336
-19% -$59.1K 0.03% 425
2017
Q2 		$296K Sell
23,032
-8,733
-27% -$122K 0.03% 400
2017
Q1 		$437K Sell
31,765
-2,323
-7% -$31.2K 0.05% 304
2016
Q4 		$458K Sell
34,088
-272
-0.8% -$3.63K 0.06% 266
2016
Q3 		$454K Sell
34,360
-86
-0.2% -$1.06K 0.06% 261
2016
Q2 		$370K Sell
34,446
-693
-2% -$7.05K 0.05% 303
2016
Q1 		$375K Buy
+35,139
New +$294K 0.06% 289

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geneos Wealth Management's HPE Position: Q1 2026 in Review

Geneos Wealth Management reduced its Hewlett Packard (HPE) stake by 35% in Q1 2026, selling an estimated $27.7K and leaving 2,343 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Geneos Wealth Management first reported a position in HPE in Q1 2016 and has held it in 41 quarters since. The position peaked at $458K in Q4 2016. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Geneos Wealth Management held 2,343 shares of Hewlett Packard worth $55.8K as of Q1 2026.
  • Geneos Wealth Management sold 1,248 Hewlett Packard shares in Q1 2026, an estimated $27.7K.
  • Hewlett Packard made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1381 holding.
  • Geneos Wealth Management first reported a position in Hewlett Packard in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Hewlett Packard position peaked at $458K in Q4 2016.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.