GWM
AXIA

Geneos Wealth Management’s AXIA Energia AXIA Stock Holding History

Geneos Wealth Management’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-379
Closed -$1K – 2421
2018
Q4 		$1K Buy
+379
New +$1.8K ﹤0.01% 2289

Other funds holding AXIA

SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's AXIA Position: Q1 2019 in Review

Geneos Wealth Management sold out of AXIA Energia (AXIA) in Q1 2019, closing a stake of 379 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in AXIA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 76 funds tracked by Wall St. Rank hold AXIA as of Q1 2019.

  • Geneos Wealth Management reported no remaining AXIA Energia position as of Q1 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 379 AXIA Energia shares in Q1 2019, an estimated $1K.
  • Geneos Wealth Management first reported a position in AXIA Energia in Q4 2018 and held it in 1 quarter.
  • Geneos Wealth Management's AXIA Energia position peaked at $1K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.