GWM
AZPN

Geneos Wealth Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Geneos Wealth Management’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-27
Closed -$4K – 2882
2022
Q1 		$4K Hold
27
– – ﹤0.01% 2442
2021
Q4 		$4K Hold
27
– – ﹤0.01% 2503
2021
Q3 		$3K Buy
+27
New +$3K ﹤0.01% 2623
2021
Q2 		– Sell
-824
Closed -$107K – 3212
2021
Q1 		$107K Buy
+824
New +$107K ﹤0.01% 1277

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Geneos Wealth Management's AZPN Position: Q2 2022 in Review

Geneos Wealth Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 27 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in AZPN in Q1 2021 and held it in 4 quarters. The position peaked at $107K in Q1 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • Geneos Wealth Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 27 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $4K.
  • Geneos Wealth Management first reported a position in ASPEN TECHNOLOGY INC in Q1 2021 and held it in 4 quarters.
  • Geneos Wealth Management's ASPEN TECHNOLOGY INC position peaked at $107K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.