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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 $1.9T AUM 41.92% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return