GM
HONE

GeoWealth Management’s HarborOne Bancorp HONE Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-16
Closed -$166 – 1252
2025
Q1 		$166 Sell
16
-287
-95% -$3.28K ﹤0.01% 1053
2024
Q4 		$3.58K Buy
303
+103
+52% +$1.31K ﹤0.01% 1585
2024
Q3 		$2.6K Buy
+200
New +$2.49K ﹤0.01% 1536

Other funds holding HONE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

GeoWealth Management's HONE Position: Q2 2025 in Review

GeoWealth Management sold out of HarborOne Bancorp (HONE) in Q2 2025, closing a stake of 16 shares — an estimated $166 sold.

GeoWealth Management first reported a position in HONE in Q3 2024 and held it in 3 quarters. The position peaked at $3.58K in Q4 2024. 133 funds tracked by Wall St. Rank hold HONE as of Q2 2025.

  • GeoWealth Management reported no remaining HarborOne Bancorp position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 16 HarborOne Bancorp shares in Q2 2025, an estimated $166.
  • GeoWealth Management first reported a position in HarborOne Bancorp in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's HarborOne Bancorp position peaked at $3.58K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.