GWM
AQMS icon

Geneos Wealth Management’s Aqua Metals AQMS Stock Holding History

Geneos Wealth Management’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-28
Closed -$4K – 2028
2022
Q2 		$4K Hold
28
– – ﹤0.01% 2233
2022
Q1 		$8K Hold
28
– – ﹤0.01% 2157
2021
Q4 		$6K Hold
28
– – ﹤0.01% 2333
2021
Q3 		$11K Buy
28
+14
+100% +$6.35K ﹤0.01% 2169
2021
Q2 		$7K Hold
14
– – ﹤0.01% 2316
2021
Q1 		$8K Hold
14
– – ﹤0.01% 2454
2020
Q4 		$11K Hold
14
– – ﹤0.01% 2167
2020
Q3 		$2K Hold
14
– – ﹤0.01% 2374
2020
Q2 		$3K Buy
+14
New +$2.18K ﹤0.01% 2254

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TC
Titleist Capital San Antonio, Texas $427M AUM 24.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geneos Wealth Management's AQMS Position: Q3 2022 in Review

Geneos Wealth Management sold out of Aqua Metals (AQMS) in Q3 2022, closing a stake of 28 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in AQMS in Q2 2020 and held it in 9 quarters. The position peaked at $11K in Q3 2021. 54 funds tracked by Wall St. Rank hold AQMS as of Q3 2022.

  • Geneos Wealth Management reported no remaining Aqua Metals position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 28 Aqua Metals shares in Q3 2022, an estimated $4K.
  • Geneos Wealth Management first reported a position in Aqua Metals in Q2 2020 and held it in 9 quarters.
  • Geneos Wealth Management's Aqua Metals position peaked at $11K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Aqua Metals as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.