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Geneos Wealth Management’s Sprinklr CXM Stock Holding History

Geneos Wealth Management’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$10K – 2135
2022
Q2 		$10K Sell
1,000
-300
-23% -$3.64K ﹤0.01% 1933
2022
Q1 		$15K Buy
+1,300
New +$15.7K ﹤0.01% 1910

Other funds holding CXM

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of Sprinklr (CXM) in Q3 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in CXM in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 113 funds tracked by Wall St. Rank hold CXM as of Q3 2022.

  • Geneos Wealth Management reported no remaining Sprinklr position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 Sprinklr shares in Q3 2022, an estimated $10K.
  • Geneos Wealth Management first reported a position in Sprinklr in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's Sprinklr position peaked at $15K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Sprinklr as of Q3 2022.

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