Geneos Wealth Management’s Ebix Inc EBIX Stock Holding History

Geneos Wealth Management’s Portfolio EBIX Stock Details EBIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-50	Closed	-$1.26K	–	2171
2023 Q2	$1.26K	Hold	50	–	–	﹤0.01%	1996
2023 Q1	$660	Hold	50	–	–	﹤0.01%	2029
2022 Q4	$998	Hold	50	–	–	﹤0.01%	1964
2022 Q3	$0	Hold	50	–	–	﹤0.01%	2738
2022 Q2	$0	Hold	50	–	–	﹤0.01%	2876
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	2736
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	2758
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	2827
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	2840
2021 Q1	$1K	Hold	50	–	–	﹤0.01%	3111
2020 Q4	$1K	Buy	+50	New	+$1.41K	﹤0.01%	2870
2020 Q3	–	Sell	-50	Closed	-$1K	–	2714
2020 Q2	$1K	Buy	+50	New	+$1.03K	﹤0.01%	2555
2016 Q3	–	Sell	-200	Closed	-$9K	–	2010
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1384
2016 Q1	$8K	Buy	+200	New	+$6.99K	﹤0.01%	1404

Other funds holding EBIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's EBIX Position: Q3 2023 in Review

Geneos Wealth Management sold out of Ebix Inc (EBIX) in Q3 2023, closing a stake of 50 shares — an estimated $1.26K sold.

Geneos Wealth Management first reported a position in EBIX in Q1 2016 and held it in 14 quarters. The position peaked at $9K in Q2 2016. 141 funds tracked by Wall St. Rank hold EBIX as of Q3 2023.

Geneos Wealth Management reported no remaining Ebix Inc position as of Q3 2023 after selling out during the quarter.
Geneos Wealth Management sold 50 Ebix Inc shares in Q3 2023, an estimated $1.26K.
Geneos Wealth Management first reported a position in Ebix Inc in Q1 2016 and held it in 14 quarters.
Geneos Wealth Management's Ebix Inc position peaked at $9K in Q2 2016.
141 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.