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Harborone Bancorp shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Harborone Bancorp (HONE) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Harborone Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Harborone Bancorp held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harborone Bancorp by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 30k 13.60
2025-06-30 $366k 31k 11.68
2025-03-31 $312k 30k 10.37
2024-12-31 $356k 30k 11.83

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Msci Equal Weite (EUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis Wealth Advisors

Top funds holding Harborone Bancorp

T. Rowe Price Investment Management
BlackRock
Glazer Capital
Dimensional Fund Advisors
Vanguard Group
State Street Corporation
Balyasny Asset Management
Alliancebernstein
Geode Capital Management
Abc Arbitrage Sa
Qube Research & Technologies
Renaissance Technologies
Goldman Sachs Group
OMERS Administration Corporation
Charles Schwab Investment Management

View all funds holding Harborone Bancorp