Geneos Wealth Management’s China Unicom (HONG KONG) Limited CHU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-200	Closed	-$1K	–	3068
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	2624
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	2559
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	2467
2019 Q4	$1K	Hold	200	–	–	﹤0.01%	2540
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	2356
2019 Q2	$2K	Hold	200	–	–	﹤0.01%	2363
2019 Q1	$2K	Hold	200	–	–	﹤0.01%	2290
2018 Q4	$2K	Sell	200 -200	-50%	-$2.22K	﹤0.01%	2269
2018 Q3	$4K	Hold	400	–	–	﹤0.01%	2150
2018 Q2	$5K	Hold	400	–	–	﹤0.01%	1950
2018 Q1	$5K	Hold	400	–	–	﹤0.01%	1879
2017 Q4	$5K	Hold	400	–	–	﹤0.01%	1850
2017 Q3	$5K	Hold	400	–	–	﹤0.01%	1792
2017 Q2	$5K	Hold	400	–	–	﹤0.01%	1759
2017 Q1	$5K	Hold	400	–	–	﹤0.01%	1711
2016 Q4	$4K	Hold	400	–	–	﹤0.01%	1729
2016 Q3	$4K	Hold	400	–	–	﹤0.01%	1667
2016 Q2	$4K	Hold	400	–	–	﹤0.01%	1599
2016 Q1	$5K	Buy	+400	New	+$4.59K	﹤0.01%	1520

Other funds holding CHU

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Geneos Wealth Management sold out of China Unicom (HONG KONG) Limited (CHU) in Q4 2020, closing a stake of 200 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in CHU in Q1 2016 and held it in 19 quarters. The position peaked at $5K in Q2 2018. 86 funds tracked by Wall St. Rank hold CHU as of Q4 2020.

Geneos Wealth Management reported no remaining China Unicom (HONG KONG) Limited position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 200 China Unicom (HONG KONG) Limited shares in Q4 2020, an estimated $1K.
Geneos Wealth Management first reported a position in China Unicom (HONG KONG) Limited in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's China Unicom (HONG KONG) Limited position peaked at $5K in Q2 2018.
86 funds tracked by Wall St. Rank held China Unicom (HONG KONG) Limited as of Q4 2020.

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