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Geneos Wealth Management’s AXT Inc AXTI Stock Holding History

Geneos Wealth Management’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$7K – 2384
2018
Q3 		$7K Buy
+1,000
New +$7.61K ﹤0.01% 1949

Other funds holding AXTI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geneos Wealth Management's AXTI Position: Q4 2018 in Review

Geneos Wealth Management sold out of AXT Inc (AXTI) in Q4 2018, closing a stake of 1,000 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in AXTI in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 88 funds tracked by Wall St. Rank hold AXTI as of Q4 2018.

  • Geneos Wealth Management reported no remaining AXT Inc position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 AXT Inc shares in Q4 2018, an estimated $7K.
  • Geneos Wealth Management first reported a position in AXT Inc in Q3 2018 and held it in 1 quarter.
  • Geneos Wealth Management's AXT Inc position peaked at $7K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held AXT Inc as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.