Geneos Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-40	Closed	-$2K	–	2120
2022 Q3	$2K	Sell	40 -54	-57%	-$3.54K	﹤0.01%	1895
2022 Q2	$5K	Hold	94	–	–	﹤0.01%	2225
2022 Q1	$9K	Sell	94 -33	-26%	-$3.99K	﹤0.01%	2149
2021 Q4	$20K	Sell	127 -20	-14%	-$4.12K	﹤0.01%	1898
2021 Q3	$32K	Sell	147 -120	-45%	-$28.2K	﹤0.01%	1704
2021 Q2	$70K	Sell	267 -20	-7%	-$4.96K	﹤0.01%	1330
2021 Q1	$77K	Sell	287 -20	-7%	-$6.3K	﹤0.01%	1410
2020 Q4	$75K	Buy	+307	New	+$94.9K	﹤0.01%	1263

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's COUP Position: Q4 2022 in Review

Geneos Wealth Management sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in COUP in Q4 2020 and held it in 8 quarters. The position peaked at $77K in Q1 2021. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

Geneos Wealth Management reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
Geneos Wealth Management sold 40 Coupa Software Incorporated shares in Q4 2022, an estimated $2K.
Geneos Wealth Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 8 quarters.
Geneos Wealth Management's Coupa Software Incorporated position peaked at $77K in Q1 2021.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.