GWM
FINV

Geneos Wealth Management’s FinVolution Group FINV Stock Holding History

Geneos Wealth Management’s Portfolio FINV Stock Details FINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-150
Closed -$1K – 2939
2021
Q1 		$1K Buy
+150
New +$798 ﹤0.01% 3009

Other funds holding FINV

GDWAM
Gold Dragon Worldwide Asset Management Central, Hong Kong $151M AUM 54.24% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCIMFI
SIG China Investments Master Fund III Wilimington, Delaware $49K AUM 87.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geneos Wealth Management's FINV Position: Q2 2021 in Review

Geneos Wealth Management sold out of FinVolution Group (FINV) in Q2 2021, closing a stake of 150 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in FINV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 98 funds tracked by Wall St. Rank hold FINV as of Q2 2021.

  • Geneos Wealth Management reported no remaining FinVolution Group position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 150 FinVolution Group shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in FinVolution Group in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's FinVolution Group position peaked at $1K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.