Geneos Wealth Management’s China Mobile Limited CHL Stock Holding History

Geneos Wealth Management’s Portfolio CHL Stock Details CHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-139	Closed	-$4K	–	3067
2020 Q3	$4K	Hold	139	–	–	﹤0.01%	2295
2020 Q2	$4K	Hold	139	–	–	﹤0.01%	2252
2020 Q1	$4K	Sell	139 -200	-59%	-$8.04K	﹤0.01%	2145
2019 Q4	$14K	Hold	339	–	–	﹤0.01%	1858
2019 Q3	$13K	Hold	339	–	–	﹤0.01%	1801
2019 Q2	$15K	Hold	339	–	–	﹤0.01%	1775
2019 Q1	$17K	Hold	339	–	–	﹤0.01%	1658
2018 Q4	$16K	Hold	339	–	–	﹤0.01%	1618
2018 Q3	$16K	Hold	339	–	–	﹤0.01%	1694
2018 Q2	$15K	Hold	339	–	–	﹤0.01%	1578
2018 Q1	$15K	Sell	339 -200	-37%	-$9.7K	﹤0.01%	1520
2017 Q4	$27K	Sell	539 -1,250	-70%	-$62.9K	﹤0.01%	1278
2017 Q3	$90K	Hold	1,789	–	–	0.01%	729
2017 Q2	$94K	Sell	1,789 -600	-25%	-$32.6K	0.01%	703
2017 Q1	$131K	Buy	2,389 +75	+3%	+$4.18K	0.01%	588
2016 Q4	$121K	Buy	2,314 +8	+0.3%	+$449	0.02%	567
2016 Q3	$141K	Hold	2,306	–	–	0.02%	525
2016 Q2	$133K	Hold	2,306	–	–	0.02%	525
2016 Q1	$128K	Buy	+2,306	New	+$124K	0.02%	527

Other funds holding CHL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's CHL Position: Q4 2020 in Review

Geneos Wealth Management sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 139 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in CHL in Q1 2016 and held it in 19 quarters. The position peaked at $141K in Q3 2016. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

Geneos Wealth Management reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 139 China Mobile Limited shares in Q4 2020, an estimated $4K.
Geneos Wealth Management first reported a position in China Mobile Limited in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's China Mobile Limited position peaked at $141K in Q3 2016.
248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.