GWM
CS

Geneos Wealth Management’s Credit Suisse Group CS Stock Holding History

Geneos Wealth Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,056
Closed -$85K – 3172
2021
Q1 		$85K Buy
+8,056
New +$109K ﹤0.01% 1377

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Geneos Wealth Management sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 8,056 shares — an estimated $85K sold.

Geneos Wealth Management first reported a position in CS in Q1 2021 and held it in 1 quarter. The position peaked at $85K in Q1 2021. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Geneos Wealth Management reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 8,056 Credit Suisse Group shares in Q2 2021, an estimated $85K.
  • Geneos Wealth Management first reported a position in Credit Suisse Group in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Credit Suisse Group position peaked at $85K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

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