GWM
CPNG icon

Geneos Wealth Management’s Coupang CPNG Stock Holding History

Geneos Wealth Management’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.3K Hold
5,100
– – ﹤0.01% 1186
2025
Q4 		$120K Buy
5,100
+100
+2% +$2.85K ﹤0.01% 1091
2025
Q3 		$161K Sell
5,000
-672
-12% -$20.3K ﹤0.01% 973
2025
Q2 		$170K Sell
5,672
-5,029
-47% -$129K ﹤0.01% 1056
2025
Q1 		$262K Buy
10,701
+5,220
+95% +$121K ﹤0.01% 1121
2024
Q4 		$120K Sell
5,481
-258
-4% -$6.33K ﹤0.01% 999
2024
Q3 		$141K Sell
5,739
-9,447
-62% -$210K 0.01% 864
2024
Q2 		$318K Sell
15,186
-64
-0.4% -$1.39K 0.01% 593
2024
Q1 		$271K Hold
15,250
– – 0.01% 628
2023
Q4 		$247K Buy
15,250
+10,250
+205% +$169K 0.01% 622
2023
Q3 		$85K Hold
5,000
– – ﹤0.01% 916
2023
Q2 		$87K Hold
5,000
– – ﹤0.01% 912
2023
Q1 		$80K Buy
+5,000
New +$77.5K ﹤0.01% 917
2022
Q3 		– Sell
-5,700
Closed -$85K – 2115
2022
Q2 		$85K Buy
5,700
+4,600
+418% +$62.7K ﹤0.01% 1064
2022
Q1 		$19K Buy
1,100
+880
+400% +$18.8K ﹤0.01% 1819
2021
Q4 		$6K Hold
220
– – ﹤0.01% 2339
2021
Q3 		$5K Sell
220
-400
-65% -$13.8K ﹤0.01% 2438
2021
Q2 		$25K Buy
620
+150
+32% +$6.14K ﹤0.01% 1793
2021
Q1 		$19K Buy
+470
New +$21.7K ﹤0.01% 2104

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return