GWM
DM

Geneos Wealth Management’s Desktop Metal, Inc. DM Stock Holding History

Geneos Wealth Management’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-480
Closed -$11K – 2130
2023
Q1 		$11K Sell
480
-7,894
-94% -$149K ﹤0.01% 1523
2022
Q4 		$114K Sell
8,374
-2,122
-20% -$44.2K 0.01% 793
2022
Q3 		$271K Sell
10,496
-650
-6% -$18.2K 0.02% 528
2022
Q2 		$234K Sell
11,146
-1,900
-15% -$55.6K 0.01% 699
2022
Q1 		$618K Buy
13,046
+8
+0.1% +$339 0.03% 485
2021
Q4 		$645K Buy
+13,038
New +$878K 0.02% 507

Other funds holding DM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geneos Wealth Management's DM Position: Q2 2023 in Review

Geneos Wealth Management sold out of Desktop Metal, Inc. (DM) in Q2 2023, closing a stake of 480 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in DM in Q4 2021 and held it in 6 quarters. The position peaked at $645K in Q4 2021. 202 funds tracked by Wall St. Rank hold DM as of Q2 2023.

  • Geneos Wealth Management reported no remaining Desktop Metal, Inc. position as of Q2 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 480 Desktop Metal, Inc. shares in Q2 2023, an estimated $11K.
  • Geneos Wealth Management first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 6 quarters.
  • Geneos Wealth Management's Desktop Metal, Inc. position peaked at $645K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.