GeoWealth Management’s HP HPQ Stock Holding History

GeoWealth Management’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,846	Closed	-$119K	–	968
2025 Q2	$119K	Sell	4,846 -3,779	-44%	-$96.3K	﹤0.01%	777
2025 Q1	$239K	Sell	8,625 -2,921	-25%	-$92.4K	0.01%	609
2024 Q4	$377K	Buy	11,546 +1,260	+12%	+$45.3K	0.01%	554
2024 Q3	$369K	Sell	10,286 -4,374	-30%	-$154K	0.01%	542
2024 Q2	$513K	Buy	14,660 +1,011	+7%	+$32.1K	0.02%	425
2024 Q1	$412K	Buy	13,649 +9,597	+237%	+$282K	0.02%	488
2023 Q4	$122K	Buy	4,052 +2,007	+98%	+$56.2K	0.01%	564
2023 Q3	$52K	Sell	2,045 -53	-3%	-$1.63K	0.01%	392
2023 Q2	$64K	Buy	2,098 +260	+14%	+$7.8K	0.01%	319
2023 Q1	$54K	Buy	+1,838	New	+$52.8K	0.01%	284

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return