Geneos Wealth Management’s Aimco AIV Stock Holding History

Geneos Wealth Management’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-810	Closed	-$5K	–	2849
2021 Q1	$5K	Hold	810	–	–	﹤0.01%	2629
2020 Q4	$4K	Buy	+810	New	+$3.6K	﹤0.01%	2516

Other funds holding AIV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Geneos Wealth Management's AIV Position: Q2 2021 in Review

Geneos Wealth Management sold out of Aimco (AIV) in Q2 2021, closing a stake of 810 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in AIV in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

Geneos Wealth Management reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 810 Aimco shares in Q2 2021, an estimated $5K.
Geneos Wealth Management first reported a position in Aimco in Q4 2020 and held it in 2 quarters.
Geneos Wealth Management's Aimco position peaked at $5K in Q1 2021.
212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.