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Geneos Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Geneos Wealth Management’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,500
Closed -$1K – 2180
2022
Q2 		$1K Buy
1,500
+1,050
+233% +$2.15K ﹤0.01% 2479
2022
Q1 		$1K Hold
450
– – ﹤0.01% 2633
2021
Q4 		$3K Hold
450
– – ﹤0.01% 2517
2021
Q3 		$6K Hold
450
– – ﹤0.01% 2383
2021
Q2 		$7K Hold
450
– – ﹤0.01% 2328
2021
Q1 		$5K Hold
450
– – ﹤0.01% 2644
2020
Q4 		$8K Buy
+450
New +$5.8K ﹤0.01% 2300

Other funds holding EOSE

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Geneos Wealth Management's EOSE Position: Q3 2022 in Review

Geneos Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q3 2022, closing a stake of 1,500 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in EOSE in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q4 2020. 71 funds tracked by Wall St. Rank hold EOSE as of Q3 2022.

  • Geneos Wealth Management reported no remaining Eos Energy Enterprises position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,500 Eos Energy Enterprises shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Eos Energy Enterprises in Q4 2020 and held it in 7 quarters.
  • Geneos Wealth Management's Eos Energy Enterprises position peaked at $8K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.