GWM
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Geneos Wealth Management’s electroCore ECOR Stock Holding History

Geneos Wealth Management’s Portfolio ECOR Stock Details ECOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$3K – 2579
2020
Q1 		$3K Hold
500
– – ﹤0.01% 2164
2019
Q4 		$9K Buy
+500
New +$12.7K ﹤0.01% 2001

Other funds holding ECOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Geneos Wealth Management's ECOR Position: Q2 2020 in Review

Geneos Wealth Management sold out of electroCore (ECOR) in Q2 2020, closing a stake of 500 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in ECOR in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 38 funds tracked by Wall St. Rank hold ECOR as of Q2 2020.

  • Geneos Wealth Management reported no remaining electroCore position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 500 electroCore shares in Q2 2020, an estimated $3K.
  • Geneos Wealth Management first reported a position in electroCore in Q4 2019 and held it in 2 quarters.
  • Geneos Wealth Management's electroCore position peaked at $9K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held electroCore as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.