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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
Q2 		– Sell
-36,632
Closed -$1.72M – 895
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GeoWealth Management's BP Position: Q2 2026 in Review

GeoWealth Management sold out of BP (BP) in Q2 2026, closing a stake of 36,632 shares — an estimated $1.72M sold.

GeoWealth Management first reported a position in BP in Q1 2022 and held it in 16 quarters. The position peaked at $1.72M in Q1 2026. 1,170 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • GeoWealth Management reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 36,632 BP shares in Q2 2026, an estimated $1.72M.
  • GeoWealth Management first reported a position in BP in Q1 2022 and held it in 16 quarters.
  • GeoWealth Management's BP position peaked at $1.72M in Q1 2026.
  • 1,170 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.