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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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return