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Geneos Wealth Management’s Canadian Solar CSIQ Stock Holding History

Geneos Wealth Management’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$1.33K – 3094
2024
Q4 		$1.33K Hold
120
– – ﹤0.01% 2707
2024
Q3 		$2.01K Hold
120
– – ﹤0.01% 2296
2024
Q2 		$1.77K Hold
120
– – ﹤0.01% 1910
2024
Q1 		$2.37K Hold
120
– – ﹤0.01% 1872
2023
Q4 		$3.15K Hold
120
– – ﹤0.01% 1831
2023
Q3 		$2.95K Sell
120
-116
-49% -$3.67K ﹤0.01% 1868
2023
Q2 		$9.13K Hold
236
– – ﹤0.01% 1600
2023
Q1 		$9.39K Hold
236
– – ﹤0.01% 1567
2022
Q4 		$7.29K Hold
236
– – ﹤0.01% 1615
2022
Q3 		$8K Hold
236
– – ﹤0.01% 1565
2022
Q2 		$7K Sell
236
-200
-46% -$6.15K ﹤0.01% 2071
2022
Q1 		$15K Buy
436
+200
+85% +$6.04K ﹤0.01% 1909
2021
Q4 		$7K Hold
236
– – ﹤0.01% 2288
2021
Q3 		$8K Hold
236
– – ﹤0.01% 2293
2021
Q2 		$10K Sell
236
-400
-63% -$16.4K ﹤0.01% 2192
2021
Q1 		$26K Buy
636
+200
+46% +$10.3K ﹤0.01% 1934
2020
Q4 		$21K Buy
436
+349
+401% +$14.3K ﹤0.01% 1865
2020
Q3 		$2K Buy
+87
New +$2.32K ﹤0.01% 2395
2019
Q1 		– Sell
-104
Closed -$1K – 2416
2018
Q4 		$1K Buy
104
+4
+4% +$60 ﹤0.01% 2285
2018
Q3 		$1K Hold
100
– – ﹤0.01% 2327
2018
Q2 		$1K Hold
100
– – ﹤0.01% 2172
2018
Q1 		$1K Hold
100
– – ﹤0.01% 2089
2017
Q4 		$1K Sell
100
-100
-50% -$1.72K ﹤0.01% 2086
2017
Q3 		$3K Hold
200
– – ﹤0.01% 1874
2017
Q2 		$3K Hold
200
– – ﹤0.01% 1836
2017
Q1 		$2K Hold
200
– – ﹤0.01% 1866
2016
Q4 		$2K Hold
200
– – ﹤0.01% 1834
2016
Q3 		$2K Hold
200
– – ﹤0.01% 1757
2016
Q2 		$3K Hold
200
– – ﹤0.01% 1609
2016
Q1 		$3K Buy
+200
New +$4.1K ﹤0.01% 1595

Other funds holding CSIQ

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
IAMH
IvyRock Asset Management (HK) Sheung Wan, Hong Kong $178M AUM 0.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geneos Wealth Management's CSIQ Position: Q1 2025 in Review

Geneos Wealth Management sold out of Canadian Solar (CSIQ) in Q1 2025, closing a stake of 120 shares — an estimated $1.33K sold.

Geneos Wealth Management first reported a position in CSIQ in Q1 2016 and held it in 30 quarters. The position peaked at $26K in Q1 2021. 120 funds tracked by Wall St. Rank hold CSIQ as of Q1 2025.

  • Geneos Wealth Management reported no remaining Canadian Solar position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 120 Canadian Solar shares in Q1 2025, an estimated $1.33K.
  • Geneos Wealth Management first reported a position in Canadian Solar in Q1 2016 and held it in 30 quarters.
  • Geneos Wealth Management's Canadian Solar position peaked at $26K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held Canadian Solar as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.