Arete Wealth Advisors’s Genius Sports GENI Stock Holding History

Arete Wealth Advisors’s Portfolio GENI Stock Details GENI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,000	Closed	-$143K	–	472
2025 Q4	$143K	Sell	13,000 -4,902	-27%	-$53.5K	0.01%	737
2025 Q3	$222K	Sell	17,902 -359	-2%	-$4.29K	0.01%	697
2025 Q2	$190K	Sell	18,261 -639	-3%	-$6.39K	0.01%	692
2025 Q1	$189K	Hold	18,900	–	–	0.01%	675
2024 Q4	$163K	Buy	18,900 +4,300	+29%	+$35.9K	0.01%	710
2024 Q3	$114K	Sell	14,600 -4,900	-25%	-$34K	0.01%	669
2024 Q2	$106K	Buy	+19,500	New	+$104K	0.01%	688
2024 Q1	–	Sell	-20,900	Closed	-$129K	–	502
2023 Q4	$129K	Sell	20,900 -1,300	-6%	-$7K	0.01%	703
2023 Q3	$118K	Buy	22,200 +10,100	+83%	+$66.9K	0.02%	464
2023 Q2	$75K	Sell	12,100 -9,050	-43%	-$45.4K	0.01%	638
2023 Q1	$105K	Hold	21,150	–	–	0.01%	604
2022 Q4	$75.5M	Buy	+21,150	New	+$92.9K	0.01%	591

Other funds holding GENI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return