GWM
CHMI

Geneos Wealth Management’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Geneos Wealth Management’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,850
Closed -$6.55K – 2079
2024
Q1 		$6.55K Hold
1,850
– – ﹤0.01% 1653
2023
Q4 		$7.47K Hold
1,850
– – ﹤0.01% 1619
2023
Q3 		$6.88K Hold
1,850
– – ﹤0.01% 1655
2023
Q2 		$8.94K Hold
1,850
– – ﹤0.01% 1608
2023
Q1 		$10.2K Hold
1,850
– – ﹤0.01% 1547
2022
Q4 		$10.7K Buy
+1,850
New +$10.4K ﹤0.01% 1511

Other funds holding CHMI

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geneos Wealth Management's CHMI Position: Q2 2024 in Review

Geneos Wealth Management sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2024, closing a stake of 1,850 shares — an estimated $6.55K sold.

Geneos Wealth Management first reported a position in CHMI in Q4 2022 and held it in 6 quarters. The position peaked at $10.7K in Q4 2022. 41 funds tracked by Wall St. Rank hold CHMI as of Q2 2024.

  • Geneos Wealth Management reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 1,850 Cherry Hill Mortgage Investment Corp shares in Q2 2024, an estimated $6.55K.
  • Geneos Wealth Management first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2022 and held it in 6 quarters.
  • Geneos Wealth Management's Cherry Hill Mortgage Investment Corp position peaked at $10.7K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.