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Geneos Wealth Management’s Daxor DXR Stock Holding History

Geneos Wealth Management’s Portfolio DXR Stock Details DXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-800
Closed -$9K – 3132
2020
Q4 		$9K Buy
+800
New +$11.1K ﹤0.01% 2248

Other funds holding DXR

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's DXR Position: Q1 2021 in Review

Geneos Wealth Management sold out of Daxor (DXR) in Q1 2021, closing a stake of 800 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in DXR in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 7 funds tracked by Wall St. Rank hold DXR as of Q1 2021.

  • Geneos Wealth Management reported no remaining Daxor position as of Q1 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 800 Daxor shares in Q1 2021, an estimated $9K.
  • Geneos Wealth Management first reported a position in Daxor in Q4 2020 and held it in 1 quarter.
  • Geneos Wealth Management's Daxor position peaked at $9K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Daxor as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.