Geneos Wealth Management’s HSBC HSBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Hold	4,222	–	–	0.01%	798
2025 Q4	$332K	Hold	4,222	–	–	0.01%	777
2025 Q3	$300K	Sell	4,222 -2,529	-37%	-$164K	0.01%	784
2025 Q2	$410K	Sell	6,751 -7,460	-52%	-$425K	0.01%	771
2025 Q1	$816K	Buy	14,211 +9,003	+173%	+$492K	0.01%	736
2024 Q4	$258K	Sell	5,208 -358	-6%	-$16.6K	0.01%	760
2024 Q3	$252K	Buy	5,566 +517	+10%	+$22.4K	0.01%	712
2024 Q2	$220K	Sell	5,049 -530	-9%	-$22.8K	0.01%	684
2024 Q1	$220K	Hold	5,579	–	–	0.01%	679
2023 Q4	$226K	Sell	5,579 -300	-5%	-$11.6K	0.01%	653
2023 Q3	$232K	Hold	5,879	–	–	0.01%	646
2023 Q2	$233K	Buy	5,879 +300	+5%	+$11.2K	0.01%	648
2023 Q1	$190K	Sell	5,579 -300	-5%	-$10.8K	0.01%	663
2022 Q4	$183K	Sell	5,879 -100	-2%	-$2.84K	0.01%	648
2022 Q3	$155K	Sell	5,979 -438	-7%	-$13.6K	0.01%	674
2022 Q2	$209K	Sell	6,417 -278	-4%	-$9.02K	0.01%	731
2022 Q1	$229K	Buy	6,695 +4	+0.1%	+$138	0.01%	751
2021 Q4	$201K	Hold	6,691	–	–	0.01%	861
2021 Q3	$176K	Buy	6,691 +1	+0%	+$27	0.01%	915
2021 Q2	$192K	Sell	6,690 -568	-8%	-$17.3K	0.01%	861
2021 Q1	$226K	Buy	7,258 +1	+0%	+$29	0.01%	917
2020 Q4	$211K	Sell	7,257 -275	-4%	-$6.53K	0.01%	806
2020 Q3	$136K	Sell	7,532 -800	-10%	-$17.5K	0.01%	817
2020 Q2	$194K	Sell	8,332 -5,136	-38%	-$128K	0.01%	683
2020 Q1	$388K	Sell	13,468 -8	-0.1%	-$278	0.03%	425
2019 Q4	$525K	Buy	13,476 +3,124	+30%	+$118K	0.03%	425
2019 Q3	$394K	Sell	10,352 -526	-5%	-$20.4K	0.02%	462
2019 Q2	$454K	Sell	10,878 -128	-1%	-$5.36K	0.03%	428
2019 Q1	$441K	Sell	11,006 -2,443	-18%	-$98.4K	0.03%	429
2018 Q4	$532K	Buy	13,449 +833	+7%	+$33.4K	0.04%	356
2018 Q3	$528K	Buy	12,616 +7,773	+160%	+$337K	0.04%	373
2018 Q2	$215K	Buy	4,843 +2,990	+161%	+$137K	0.02%	552
2018 Q1	$82K	Buy	1,853 +482	+35%	+$22.9K	0.01%	819
2017 Q4	$64K	Buy	1,371 +154	+13%	+$6.96K	0.01%	900
2017 Q3	$54K	Buy	1,217 +11	+0.9%	+$487	0.01%	911
2017 Q2	$51K	Buy	1,206 +2	+0.2%	+$78	0.01%	911
2017 Q1	$44K	Sell	1,204 -380	-24%	-$14.3K	﹤0.01%	937
2016 Q4	$57K	Buy	1,584 +28	+2%	+$993	0.01%	791
2016 Q3	$52K	Sell	1,556 -6	-0.4%	-$188	0.01%	798
2016 Q2	$43K	Buy	1,562 +942	+152%	+$26.6K	0.01%	858
2016 Q1	$17K	Buy	+620	New	+$18.3K	﹤0.01%	1139

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geneos Wealth Management held its HSBC (HSBC) position steady in Q1 2026 at 4,222 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #798.

Geneos Wealth Management first reported a position in HSBC in Q1 2016 and has held it in 41 quarters since. The position peaked at $816K in Q1 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Geneos Wealth Management held 4,222 shares of HSBC worth $348K as of Q1 2026.
Geneos Wealth Management left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #798 holding.
Geneos Wealth Management first reported a position in HSBC in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's HSBC position peaked at $816K in Q1 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

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