Genesis Wealth Advisors’s HarborOne Bancorp HONE Stock Holding History

Genesis Wealth Advisors’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30,111	Closed	-$410K	–	66
2025 Q3	$410K	Sell	30,111 -1,246	-4%	-$15.6K	0.29%	38
2025 Q2	$366K	Buy	31,357 +1,249	+4%	+$13.7K	0.27%	40
2025 Q1	$312K	Buy	30,108 +1	+0%	+$11	0.25%	41
2024 Q4	$356K	Buy	+30,107	New	+$382K	0.31%	40

Other funds holding HONE

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Genesis Wealth Advisors's HONE Position: Q4 2025 in Review

Genesis Wealth Advisors sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 30,111 shares — an estimated $410K sold.

Genesis Wealth Advisors first reported a position in HONE in Q4 2024 and held it in 4 quarters. The position peaked at $410K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Genesis Wealth Advisors reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Genesis Wealth Advisors sold 30,111 HarborOne Bancorp shares in Q4 2025, an estimated $410K.
Genesis Wealth Advisors first reported a position in HarborOne Bancorp in Q4 2024 and held it in 4 quarters.
Genesis Wealth Advisors's HarborOne Bancorp position peaked at $410K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Genesis Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.