Geneos Wealth Management
DCM

Geneos Wealth Management’s DeFi Capital Markets, Inc. DCM Stock Holding History

Geneos Wealth Management’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-29,800
Closed -$60.5K – 2108
2022
Q4 		$60.5K Hold
29,800
– – ﹤0.01% 982
2022
Q3 		$115K Sell
29,800
-2,999
-9% -$10.9K 0.01% 763
2022
Q2 		$117K Sell
32,799
-1
-0% -$3 0.01% 957
2022
Q1 		$139K Buy
+32,800
New +$108K 0.01% 957

Other funds holding DCM

Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's DCM Position: Q1 2023 in Review

Geneos Wealth Management sold out of DeFi Capital Markets, Inc. (DCM) in Q1 2023, closing a stake of 29,800 shares — an estimated $60.5K sold.

Geneos Wealth Management first reported a position in DCM in Q1 2022 and held it in 4 quarters. The position peaked at $139K in Q1 2022. 11 funds tracked by Wall St. Rank hold DCM as of Q1 2023.

  • Geneos Wealth Management reported no remaining DeFi Capital Markets, Inc. position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 29,800 DeFi Capital Markets, Inc. shares in Q1 2023, an estimated $60.5K.
  • Geneos Wealth Management first reported a position in DeFi Capital Markets, Inc. in Q1 2022 and held it in 4 quarters.
  • Geneos Wealth Management's DeFi Capital Markets, Inc. position peaked at $139K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held DeFi Capital Markets, Inc. as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.