GPS Wealth Strategies Group’s HarborOne Bancorp HONE Stock Holding History

GPS Wealth Strategies Group’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 Q1	–	Sell	-588	Closed	-$6.96K	–	1544
2024 Q4	$6.96K	Hold	588	–	–	﹤0.01%	1026
2024 Q3	$7.63K	Hold	588	–	–	﹤0.01%	1005
2024 Q2	$6.54K	Hold	588	–	–	﹤0.01%	1010
2024 Q1	$6.27K	Hold	588	–	–	﹤0.01%	960
2023 Q4	$7.04K	Hold	588	–	–	﹤0.01%	910
2023 Q3	$5.6K	Hold	588	–	–	﹤0.01%	952
2023 Q2	$5.1K	Hold	588	–	–	﹤0.01%	986
2023 Q1	$7.17K	Buy	+588	New	+$7.87K	﹤0.01%	905
2022 Q4	–	Sell	-588	Closed	-$8K	–	545
2022 Q3	$8K	Hold	588	–	–	﹤0.01%	807
2022 Q2	$8K	Hold	588	–	–	﹤0.01%	804
2022 Q1	$8K	Hold	588	–	–	﹤0.01%	769
2021 Q4	$9K	Hold	588	–	–	﹤0.01%	754
2021 Q3	$8K	Buy	+588	New	+$8.14K	﹤0.01%	759

Other funds holding HONE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GPS Wealth Strategies Group's HONE Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of HarborOne Bancorp (HONE) in Q1 2025, closing a stake of 588 shares — an estimated $6.96K sold.

GPS Wealth Strategies Group first reported a position in HONE in Q3 2021 and held it in 13 quarters. The position peaked at $9K in Q4 2021. 137 funds tracked by Wall St. Rank hold HONE as of Q1 2025.

GPS Wealth Strategies Group reported no remaining HarborOne Bancorp position as of Q1 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 588 HarborOne Bancorp shares in Q1 2025, an estimated $6.96K.
GPS Wealth Strategies Group first reported a position in HarborOne Bancorp in Q3 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's HarborOne Bancorp position peaked at $9K in Q4 2021.
137 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.