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Geneos Wealth Management’s Crexendo CXDO Stock Holding History

Geneos Wealth Management’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-666
Closed -$2K – 2134
2022
Q2 		$2K Hold
666
– – ﹤0.01% 2368
2022
Q1 		$2K Hold
666
– – ﹤0.01% 2528
2021
Q4 		$3K Hold
666
– – ﹤0.01% 2513
2021
Q3 		$3K Hold
666
– – ﹤0.01% 2560
2021
Q2 		$4K Hold
666
– – ﹤0.01% 2498
2021
Q1 		$3K Hold
666
– – ﹤0.01% 2784
2020
Q4 		$4K Buy
+666
New +$4.34K ﹤0.01% 2528

Other funds holding CXDO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geneos Wealth Management's CXDO Position: Q3 2022 in Review

Geneos Wealth Management sold out of Crexendo (CXDO) in Q3 2022, closing a stake of 666 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in CXDO in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 21 funds tracked by Wall St. Rank hold CXDO as of Q3 2022.

  • Geneos Wealth Management reported no remaining Crexendo position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 666 Crexendo shares in Q3 2022, an estimated $2K.
  • Geneos Wealth Management first reported a position in Crexendo in Q4 2020 and held it in 7 quarters.
  • Geneos Wealth Management's Crexendo position peaked at $4K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Crexendo as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.