GWM
CMPS

Geneos Wealth Management’s Compass Pathways CMPS Stock Holding History

Geneos Wealth Management’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-45
Closed -$1K – 2892
2021
Q1 		$1K Hold
45
– – ﹤0.01% 2997
2020
Q4 		$1K Buy
+45
New +$1.92K ﹤0.01% 2772

Other funds holding CMPS

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LGM
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Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
FFVM
Founders Fund VII Management San Francisco, California $2.03M AUM 72.34% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $242M AUM 40.41% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Geneos Wealth Management's CMPS Position: Q2 2021 in Review

Geneos Wealth Management sold out of Compass Pathways (CMPS) in Q2 2021, closing a stake of 45 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in CMPS in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 111 funds tracked by Wall St. Rank hold CMPS as of Q2 2021.

  • Geneos Wealth Management reported no remaining Compass Pathways position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 45 Compass Pathways shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in Compass Pathways in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Compass Pathways position peaked at $1K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.