GeoWealth Management’s CenterPoint Energy CNP Stock Holding History

GeoWealth Management’s Portfolio CNP Stock Details CNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$196K	Buy	+4,443	New	+$190K	0.01%	783
2025 Q3	–	Sell	-4,386	Closed	-$161K	–	846
2025 Q2	$161K	Sell	4,386 -65	-1%	-$2.41K	0.01%	710
2025 Q1	$161K	Sell	4,451 -453	-9%	-$15.2K	0.01%	705
2024 Q4	$156K	Sell	4,904 -707	-13%	-$21.8K	0.01%	846
2024 Q3	$165K	Sell	5,611 -471	-8%	-$13.2K	0.01%	770
2024 Q2	$188K	Buy	6,082 +681	+13%	+$20.1K	0.01%	706
2024 Q1	$154K	Buy	5,401 +4,253	+370%	+$119K	0.01%	731
2023 Q4	$33K	Buy	+1,148	New	+$31.9K	﹤0.01%	638

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GeoWealth Management's CNP Position: Q2 2026 in Review

GeoWealth Management opened a new position in CenterPoint Energy (CNP) in Q2 2026: 4,443 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in CNP as recently as Q2 2025.

GeoWealth Management first reported a position in CNP in Q4 2023 and has held it in 8 quarters since. 870 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

GeoWealth Management held 4,443 shares of CenterPoint Energy worth $196K as of Q2 2026.
CenterPoint Energy was a new GeoWealth Management position in Q2 2026.
CenterPoint Energy made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #783 holding.
GeoWealth Management first reported a position in CenterPoint Energy in Q4 2023 and has held it in 8 quarters since.
870 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

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