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Geneos Wealth Management’s Digital Turbine APPS Stock Holding History

Geneos Wealth Management’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-388
Closed -$1.19K – 2882
2024
Q3 		$1.19K Buy
+388
New +$1.05K ﹤0.01% 2412
2022
Q3 		– Sell
-300
Closed -$5K – 2027
2022
Q2 		$5K Buy
300
+100
+50% +$2.71K ﹤0.01% 2159
2022
Q1 		$8K Hold
200
– – ﹤0.01% 2156
2021
Q4 		$12K Buy
+200
New +$13.6K ﹤0.01% 2094

Other funds holding APPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Geneos Wealth Management sold out of Digital Turbine (APPS) in Q4 2024, closing a stake of 388 shares — an estimated $1.19K sold.

Geneos Wealth Management first reported a position in APPS in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 146 funds tracked by Wall St. Rank hold APPS as of Q4 2024.

  • Geneos Wealth Management reported no remaining Digital Turbine position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 388 Digital Turbine shares in Q4 2024, an estimated $1.19K.
  • Geneos Wealth Management first reported a position in Digital Turbine in Q4 2021 and held it in 4 quarters.
  • Geneos Wealth Management's Digital Turbine position peaked at $12K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Digital Turbine as of Q4 2024.

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