GM
BP icon

GeoWealth Management’s BP BP Stock Holding History

GeoWealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72M Buy
36,632
+6,056
+20% +$237K 0.06% 179
2025
Q4 		$1.06M Buy
30,576
+6,895
+29% +$242K 0.04% 255
2025
Q3 		$816K Sell
23,681
-1,707
-7% -$57.2K 0.03% 344
2025
Q2 		$760K Buy
25,388
+1,210
+5% +$35.5K 0.03% 312
2025
Q1 		$817K Sell
24,178
-3,797
-14% -$124K 0.03% 312
2024
Q4 		$827K Sell
27,975
-528
-2% -$15.9K 0.03% 342
2024
Q3 		$895K Sell
28,503
-741
-3% -$25.1K 0.03% 325
2024
Q2 		$1.06M Buy
29,244
+3,390
+13% +$127K 0.05% 260
2024
Q1 		$974K Buy
25,854
+3,311
+15% +$119K 0.04% 300
2023
Q4 		$798K Buy
22,543
+16,573
+278% +$607K 0.07% 246
2023
Q3 		$231K Hold
5,970
– – 0.03% 268
2023
Q2 		$211K Sell
5,970
-375
-6% -$13.9K 0.02% 241
2023
Q1 		$241K Sell
6,345
-200
-3% -$7.47K 0.03% 195
2022
Q4 		$229K Buy
+6,545
New +$218K 0.02% 230
2022
Q3 		– Sell
-8,995
Closed -$255K – 346
2022
Q2 		$255K Buy
8,995
+75
+0.8% +$2.3K 0.03% 222
2022
Q1 		$262K Buy
+8,920
New +$272K 0.02% 270

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GeoWealth Management's BP Position: Q1 2026 in Review

GeoWealth Management increased its BP (BP) stake by 20% in Q1 2026, buying an estimated $237K and bringing the position to 36,632 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #179.

GeoWealth Management first reported a position in BP in Q1 2022 and has held it in 16 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • GeoWealth Management held 36,632 shares of BP worth $1.72M as of Q1 2026.
  • GeoWealth Management bought 6,056 BP shares in Q1 2026, an estimated $237K.
  • BP made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #179 holding.
  • GeoWealth Management first reported a position in BP in Q1 2022 and has held it in 16 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.