GWM
CLVR

Geneos Wealth Management’s Clever Leaves Holdings Inc. Common Shares CLVR Stock Holding History

Geneos Wealth Management’s Portfolio CLVR Stock Details CLVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-53
Closed -$1K – 2698
2022
Q2 		$1K Buy
53
+11
+26% +$439 ﹤0.01% 2568
2022
Q1 		$3K Buy
42
+9
+27% +$489 ﹤0.01% 2510
2021
Q4 		$3K Buy
33
+10
+43% +$1.67K ﹤0.01% 2553
2021
Q3 		$5K Hold
23
– – ﹤0.01% 2482
2021
Q2 		$6K Sell
23
-13
-36% -$4K ﹤0.01% 2421
2021
Q1 		$10K Buy
+36
New +$13.1K ﹤0.01% 2399

Other funds holding CLVR

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
MC
Merlin Capital Newport, Rhode Island $33.5M AUM 36.34% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
ACM
AUA Capital Management Camp Hill, Pennsylvania $196M AUM 18.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's CLVR Position: Q3 2022 in Review

Geneos Wealth Management sold out of Clever Leaves Holdings Inc. Common Shares (CLVR) in Q3 2022, closing a stake of 53 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in CLVR in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 37 funds tracked by Wall St. Rank hold CLVR as of Q3 2022.

  • Geneos Wealth Management reported no remaining Clever Leaves Holdings Inc. Common Shares position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 53 Clever Leaves Holdings Inc. Common Shares shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Clever Leaves Holdings Inc. Common Shares in Q1 2021 and held it in 6 quarters.
  • Geneos Wealth Management's Clever Leaves Holdings Inc. Common Shares position peaked at $10K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Clever Leaves Holdings Inc. Common Shares as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.