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Geneos Wealth Management’s Arhaus ARHS Stock Holding History

Geneos Wealth Management’s Portfolio ARHS Stock Details ARHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,000
Closed -$27.9K – 2098
2023
Q3 		$27.9K Hold
3,000
– – ﹤0.01% 1265
2023
Q2 		$31.3K Buy
+3,000
New +$24.5K ﹤0.01% 1233

Other funds holding ARHS

FCPV
FS Capital Partners VI Los Angeles, California $145M AUM 21.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geneos Wealth Management's ARHS Position: Q4 2023 in Review

Geneos Wealth Management sold out of Arhaus (ARHS) in Q4 2023, closing a stake of 3,000 shares — an estimated $27.9K sold.

Geneos Wealth Management first reported a position in ARHS in Q2 2023 and held it in 2 quarters. The position peaked at $31.3K in Q2 2023. 138 funds tracked by Wall St. Rank hold ARHS as of Q4 2023.

  • Geneos Wealth Management reported no remaining Arhaus position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 3,000 Arhaus shares in Q4 2023, an estimated $27.9K.
  • Geneos Wealth Management first reported a position in Arhaus in Q2 2023 and held it in 2 quarters.
  • Geneos Wealth Management's Arhaus position peaked at $31.3K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Arhaus as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.