Geneos Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Geneos Wealth Management’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.98K	Hold	350	–	–	﹤0.01%	2163
2025 Q4	$5.04K	Hold	350	–	–	﹤0.01%	2139
2025 Q3	$5.4K	Hold	350	–	–	﹤0.01%	2123
2025 Q2	$4.99K	Sell	350 -350	-50%	-$4.99K	﹤0.01%	2577
2025 Q1	$10.5K	Buy	700 +350	+100%	+$5.28K	﹤0.01%	2554
2024 Q4	$5.26K	Hold	350	–	–	﹤0.01%	2314
2024 Q3	$6.03K	Sell	350 -500	-59%	-$8.11K	﹤0.01%	2015
2024 Q2	$13.4K	Hold	850	–	–	﹤0.01%	1465
2024 Q1	$13.1K	Hold	850	–	–	﹤0.01%	1479
2023 Q4	$12K	Buy	850 +200	+31%	+$2.59K	﹤0.01%	1504
2023 Q3	$8.66K	Hold	650	–	–	﹤0.01%	1613
2023 Q2	$9.11K	Hold	650	–	–	﹤0.01%	1602
2023 Q1	$9.51K	Hold	650	–	–	﹤0.01%	1561
2022 Q4	$9.38K	Hold	650	–	–	﹤0.01%	1545
2022 Q3	$9K	Sell	650 -5,447	-89%	-$87.4K	﹤0.01%	1540
2022 Q2	$96K	Hold	6,097	–	–	﹤0.01%	1023
2022 Q1	$109K	Hold	6,097	–	–	﹤0.01%	1055
2021 Q4	$114K	Buy	6,097 +2,822	+86%	+$54K	﹤0.01%	1111
2021 Q3	$61K	Hold	3,275	–	–	﹤0.01%	1389
2021 Q2	$62K	Hold	3,275	–	–	﹤0.01%	1377
2021 Q1	$60K	Buy	3,275 +150	+5%	+$2.56K	﹤0.01%	1535
2020 Q4	$55K	Hold	3,125	–	–	﹤0.01%	1406
2020 Q3	$49K	Hold	3,125	–	–	﹤0.01%	1267
2020 Q2	$48K	Hold	3,125	–	–	﹤0.01%	1228
2020 Q1	$43K	Hold	3,125	–	–	﹤0.01%	1181
2019 Q4	$60K	Hold	3,125	–	–	﹤0.01%	1163
2019 Q3	$62K	Hold	3,125	–	–	﹤0.01%	1077
2019 Q2	$60K	Hold	3,125	–	–	﹤0.01%	1103
2019 Q1	$58K	Hold	3,125	–	–	﹤0.01%	1075
2018 Q4	$49K	Hold	3,125	–	–	﹤0.01%	1108
2018 Q3	$58K	Hold	3,125	–	–	﹤0.01%	1099
2018 Q2	$58K	Hold	3,125	–	–	﹤0.01%	974
2018 Q1	$55K	Sell	3,125 -500	-14%	-$8.85K	﹤0.01%	958
2017 Q4	$67K	Hold	3,625	–	–	0.01%	887
2017 Q3	$68K	Sell	3,625 -1,033	-22%	-$19.5K	0.01%	834
2017 Q2	$89K	Hold	4,658	–	–	0.01%	720
2017 Q1	$85K	Hold	4,658	–	–	0.01%	709
2016 Q4	$82K	Sell	4,658 -400	-8%	-$7.07K	0.01%	669
2016 Q3	$97K	Buy	5,058 +400	+9%	+$7.94K	0.01%	608
2016 Q2	$93K	Hold	4,658	–	–	0.01%	608
2016 Q1	$87K	Buy	+4,658	New	+$84.6K	0.01%	629

Other funds holding HPS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Geneos Wealth Management held its John Hancock Preferred Income Fund III (HPS) position steady in Q1 2026 at 350 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Geneos Wealth Management first reported a position in HPS in Q1 2016 and has held it in 41 quarters since. The position peaked at $114K in Q4 2021. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2026.

Geneos Wealth Management held 350 shares of John Hancock Preferred Income Fund III worth $4.98K as of Q1 2026.
Geneos Wealth Management left its John Hancock Preferred Income Fund III share count unchanged in Q1 2026.
John Hancock Preferred Income Fund III made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2163 holding.
Geneos Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's John Hancock Preferred Income Fund III position peaked at $114K in Q4 2021.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2026.

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