GPS Wealth Strategies Group’s Helmerich & Payne HP Stock Holding History

GPS Wealth Strategies Group’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23	Closed	-$510	–	993
2025 Q3	$510	Hold	23	–	–	﹤0.01%	1516
2025 Q2	$346	Buy	23 +1	+5%	+$18	﹤0.01%	1514
2025 Q1	$586	Hold	22	–	–	﹤0.01%	1397
2024 Q4	$712	Hold	22	–	–	﹤0.01%	1314
2024 Q3	$672	Hold	22	–	–	﹤0.01%	1318
2024 Q2	$788	Hold	22	–	–	﹤0.01%	1276
2024 Q1	$906	Buy	22 +1	+5%	+$38	﹤0.01%	1178
2023 Q4	$772	Hold	21	–	–	﹤0.01%	1172
2023 Q3	$888	Hold	21	–	–	﹤0.01%	1183
2023 Q2	$738	Hold	21	–	–	﹤0.01%	1179
2023 Q1	$733	Buy	+21	New	+$906	﹤0.01%	1176
2022 Q4	–	Sell	-20	Closed	-$1K	–	546
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1086
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1070
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	1000
2021 Q4	$0	Hold	20	–	–	﹤0.01%	1082
2021 Q3	$1K	Buy	20 +1	+5%	+$28	﹤0.01%	987
2021 Q2	$1K	Sell	19 -32	-63%	-$941	﹤0.01%	1001
2021 Q1	$1K	Buy	+51	New	+$1.41K	﹤0.01%	907

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GPS Wealth Strategies Group's HP Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Helmerich & Payne (HP) in Q4 2025, closing a stake of 23 shares — an estimated $510 sold.

GPS Wealth Strategies Group first reported a position in HP in Q1 2021 and held it in 18 quarters. The position peaked at $1K in Q3 2022. 360 funds tracked by Wall St. Rank hold HP as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Helmerich & Payne position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 23 Helmerich & Payne shares in Q4 2025, an estimated $510.
GPS Wealth Strategies Group first reported a position in Helmerich & Payne in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Helmerich & Payne position peaked at $1K in Q3 2022.
360 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.