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Geneos Wealth Management’s Bumble BMBL Stock Holding History

Geneos Wealth Management’s Portfolio BMBL Stock Details BMBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-91
Closed -$581 – 2888
2024
Q3 		$581 Buy
+91
New +$685 ﹤0.01% 2534
2022
Q4 		– Sell
-250
Closed -$5K – 2028
2022
Q3 		$5K Sell
250
-300
-55% -$8.87K ﹤0.01% 1674
2022
Q2 		$16K Hold
550
– – ﹤0.01% 1770
2022
Q1 		$15K Sell
550
-520
-49% -$14.4K ﹤0.01% 1907
2021
Q4 		$36K Buy
1,070
+135
+14% +$5.74K ﹤0.01% 1623
2021
Q3 		$47K Buy
935
+750
+405% +$39K ﹤0.01% 1520
2021
Q2 		$10K Buy
185
+140
+311% +$7.39K ﹤0.01% 2190
2021
Q1 		$2K Buy
+45
New +$3.03K ﹤0.01% 2863

Other funds holding BMBL

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's BMBL Position: Q4 2024 in Review

Geneos Wealth Management sold out of Bumble (BMBL) in Q4 2024, closing a stake of 91 shares — an estimated $581 sold.

Geneos Wealth Management first reported a position in BMBL in Q1 2021 and held it in 8 quarters. The position peaked at $47K in Q3 2021. 187 funds tracked by Wall St. Rank hold BMBL as of Q4 2024.

  • Geneos Wealth Management reported no remaining Bumble position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 91 Bumble shares in Q4 2024, an estimated $581.
  • Geneos Wealth Management first reported a position in Bumble in Q1 2021 and held it in 8 quarters.
  • Geneos Wealth Management's Bumble position peaked at $47K in Q3 2021.
  • 187 funds tracked by Wall St. Rank held Bumble as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.