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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
2026
Q2 		$319K Buy
+7,066
New +$255K 0.01% 633
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's HPE Position: Q2 2026 in Review

GeoWealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 7,066 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in HPE as recently as Q2 2025.

GeoWealth Management first reported a position in HPE in Q1 2024 and has held it in 7 quarters since. 1,448 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

  • GeoWealth Management held 7,066 shares of Hewlett Packard worth $319K as of Q2 2026.
  • Hewlett Packard was a new GeoWealth Management position in Q2 2026.
  • Hewlett Packard made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #633 holding.
  • GeoWealth Management first reported a position in Hewlett Packard in Q1 2024 and has held it in 7 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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