GWM
ALTR

Geneos Wealth Management’s Altair Engineering Inc ALTR Stock Holding History

Geneos Wealth Management’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$1.62K – 2974
2024
Q3 		$1.62K Buy
+17
New +$1.54K ﹤0.01% 2342

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's ALTR Position: Q4 2024 in Review

Geneos Wealth Management sold out of Altair Engineering Inc (ALTR) in Q4 2024, closing a stake of 17 shares — an estimated $1.62K sold.

Geneos Wealth Management first reported a position in ALTR in Q3 2024 and held it in 1 quarter. The position peaked at $1.62K in Q3 2024. 298 funds tracked by Wall St. Rank hold ALTR as of Q4 2024.

  • Geneos Wealth Management reported no remaining Altair Engineering Inc position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 17 Altair Engineering Inc shares in Q4 2024, an estimated $1.62K.
  • Geneos Wealth Management first reported a position in Altair Engineering Inc in Q3 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Altair Engineering Inc position peaked at $1.62K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.