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GeoWealth Management’s Hewlett Packard HPE Stock Holding History

GeoWealth Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,875
Closed -$141K – 967
2025
Q2 		$141K Sell
6,875
-4,072
-37% -$68.3K 0.01% 737
2025
Q1 		$169K Sell
10,947
-1,347
-11% -$26.8K 0.01% 695
2024
Q4 		$262K Buy
12,294
+4,229
+52% +$89.3K 0.01% 665
2024
Q3 		$165K Sell
8,065
-3,560
-31% -$68K 0.01% 771
2024
Q2 		$246K Buy
11,625
+301
+3% +$5.55K 0.01% 630
2024
Q1 		$201K Buy
+11,324
New +$184K 0.01% 690

Other funds holding HPE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's HPE Position: Q3 2025 in Review

GeoWealth Management sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 6,875 shares — an estimated $141K sold.

GeoWealth Management first reported a position in HPE in Q1 2024 and held it in 6 quarters. The position peaked at $262K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • GeoWealth Management reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 6,875 Hewlett Packard shares in Q3 2025, an estimated $141K.
  • GeoWealth Management first reported a position in Hewlett Packard in Q1 2024 and held it in 6 quarters.
  • GeoWealth Management's Hewlett Packard position peaked at $262K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.