GWM
APPH

Geneos Wealth Management’s AppHarvest, Inc. Common Stock APPH Stock Holding History

Geneos Wealth Management’s Portfolio APPH Stock Details APPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,508
Closed -$2.41K – 2160
2023
Q2 		$2.41K Sell
6,508
-1,009
-13% -$456 ﹤0.01% 1900
2023
Q1 		$4.58K Buy
7,517
+19
+0.3% +$23 ﹤0.01% 1754
2022
Q4 		$4.27K Sell
7,498
-10
-0.1% -$13 ﹤0.01% 1741
2022
Q3 		$14K Buy
7,508
+958
+15% +$3.1K ﹤0.01% 1439
2022
Q2 		$23K Buy
6,550
+1,167
+22% +$4.18K ﹤0.01% 1637
2022
Q1 		$28K Buy
5,383
+3,983
+285% +$16.5K ﹤0.01% 1650
2021
Q4 		$5K Hold
1,400
– – ﹤0.01% 2428
2021
Q3 		$9K Hold
1,400
– – ﹤0.01% 2286
2021
Q2 		$20K Sell
1,400
-1,010
-42% -$16.1K ﹤0.01% 1928
2021
Q1 		$41K Buy
2,410
+2,030
+534% +$52.1K ﹤0.01% 1736
2020
Q4 		$6K Buy
+380
New +$4.79K ﹤0.01% 2438

Other funds holding APPH

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's APPH Position: Q3 2023 in Review

Geneos Wealth Management sold out of AppHarvest, Inc. Common Stock (APPH) in Q3 2023, closing a stake of 6,508 shares — an estimated $2.41K sold.

Geneos Wealth Management first reported a position in APPH in Q4 2020 and held it in 11 quarters. The position peaked at $41K in Q1 2021. 13 funds tracked by Wall St. Rank hold APPH as of Q3 2023.

  • Geneos Wealth Management reported no remaining AppHarvest, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 6,508 AppHarvest, Inc. Common Stock shares in Q3 2023, an estimated $2.41K.
  • Geneos Wealth Management first reported a position in AppHarvest, Inc. Common Stock in Q4 2020 and held it in 11 quarters.
  • Geneos Wealth Management's AppHarvest, Inc. Common Stock position peaked at $41K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held AppHarvest, Inc. Common Stock as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.