Geneos Wealth Management’s Alterity Therapeutics ATHE Stock Holding History

Geneos Wealth Management’s Portfolio ATHE Stock Details ATHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-117	Closed	-$1K	–	2767
2021 Q3	$1K	Hold	117	–	–	﹤0.01%	2710
2021 Q2	$2K	Hold	117	–	–	﹤0.01%	2635
2021 Q1	$1K	Hold	117	–	–	﹤0.01%	2985
2020 Q4	$1K	Sell	117 -200	-63%	-$3.15K	﹤0.01%	2760
2020 Q3	$6K	Buy	+317	New	+$6.45K	﹤0.01%	2100

Other funds holding ATHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PCA

Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return

Geneos Wealth Management's ATHE Position: Q4 2021 in Review

Geneos Wealth Management sold out of Alterity Therapeutics (ATHE) in Q4 2021, closing a stake of 117 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in ATHE in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2020. 11 funds tracked by Wall St. Rank hold ATHE as of Q4 2021.

Geneos Wealth Management reported no remaining Alterity Therapeutics position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 117 Alterity Therapeutics shares in Q4 2021, an estimated $1K.
Geneos Wealth Management first reported a position in Alterity Therapeutics in Q3 2020 and held it in 5 quarters.
Geneos Wealth Management's Alterity Therapeutics position peaked at $6K in Q3 2020.
11 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.