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Geneos Wealth Management’s Bilibili BILI Stock Holding History

Geneos Wealth Management’s Portfolio BILI Stock Details BILI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$5K – 2065
2022
Q2 		$5K Sell
200
-750
-79% -$18K ﹤0.01% 2162
2022
Q1 		$24K Sell
950
-550
-37% -$17.7K ﹤0.01% 1704
2021
Q4 		$69K Sell
1,500
-250
-14% -$16.7K ﹤0.01% 1328
2021
Q3 		$113K Hold
1,750
– – ﹤0.01% 1117
2021
Q2 		$209K Sell
1,750
-100
-5% -$10.8K 0.01% 818
2021
Q1 		$205K Hold
1,850
– – 0.01% 954
2020
Q4 		$169K Sell
1,850
-400
-18% -$23.4K 0.01% 899
2020
Q3 		$94K Hold
2,250
– – ﹤0.01% 962
2020
Q2 		$100K Buy
2,250
+200
+10% +$6.49K 0.01% 914
2020
Q1 		$45K Buy
+2,050
New +$49.5K ﹤0.01% 1152

Other funds holding BILI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geneos Wealth Management's BILI Position: Q3 2022 in Review

Geneos Wealth Management sold out of Bilibili (BILI) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in BILI in Q1 2020 and held it in 10 quarters. The position peaked at $209K in Q2 2021. 141 funds tracked by Wall St. Rank hold BILI as of Q3 2022.

  • Geneos Wealth Management reported no remaining Bilibili position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Bilibili shares in Q3 2022, an estimated $5K.
  • Geneos Wealth Management first reported a position in Bilibili in Q1 2020 and held it in 10 quarters.
  • Geneos Wealth Management's Bilibili position peaked at $209K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Bilibili as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.