GWM
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Geneos Wealth Management’s New Oriental EDU Stock Holding History

Geneos Wealth Management’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-901
Closed -$137K – 2915
2021
Q1 		$137K Buy
+901
New +$157K ﹤0.01% 1151
2020
Q2 		– Sell
-200
Closed -$22K – 2580
2020
Q1 		$22K Hold
200
– – ﹤0.01% 1468
2019
Q4 		$24K Hold
200
– – ﹤0.01% 1602
2019
Q3 		$21K Hold
200
– – ﹤0.01% 1569
2019
Q2 		$19K Hold
200
– – ﹤0.01% 1650
2019
Q1 		$18K Hold
200
– – ﹤0.01% 1617
2018
Q4 		$10K Buy
200
+100
+100% +$5.79K ﹤0.01% 1779
2018
Q3 		$7K Buy
+100
New +$8.29K ﹤0.01% 1953
2018
Q2 		– Sell
-100
Closed -$8K – 2275
2018
Q1 		$8K Sell
100
-418
-81% -$38.9K ﹤0.01% 1711
2017
Q4 		$48K Sell
518
-29
-5% -$2.57K ﹤0.01% 1008
2017
Q3 		$48K Buy
547
+32
+6% +$2.61K ﹤0.01% 965
2017
Q2 		$36K Buy
+515
New +$35.4K ﹤0.01% 1054

Other funds holding EDU

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return