GWM
FIT

Geneos Wealth Management’s Fitbit, Inc. Class A common stock FIT Stock Holding History

Geneos Wealth Management’s Portfolio FIT Stock Details FIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-900
Closed -$5K – 3056
2020
Q3 		$5K Hold
900
– – ﹤0.01% 2222
2020
Q2 		$5K Hold
900
– – ﹤0.01% 2185
2020
Q1 		$5K Buy
900
+50
+6% +$323 ﹤0.01% 2075
2019
Q4 		$5K Sell
850
-2,300
-73% -$13.5K ﹤0.01% 2210
2019
Q3 		$12K Hold
3,150
– – ﹤0.01% 1837
2019
Q2 		$13K Buy
3,150
+120
+4% +$605 ﹤0.01% 1832
2019
Q1 		$17K Hold
3,030
– – ﹤0.01% 1656
2018
Q4 		$15K Sell
3,030
-5,438
-64% -$28.1K ﹤0.01% 1648
2018
Q3 		$45K Hold
8,468
– – ﹤0.01% 1221
2018
Q2 		$55K Sell
8,468
-7,049
-45% -$40.3K ﹤0.01% 1004
2018
Q1 		$79K Sell
15,517
-14,744
-49% -$78.5K 0.01% 834
2017
Q4 		$172K Sell
30,261
-21,960
-42% -$140K 0.02% 584
2017
Q3 		$363K Sell
52,221
-400
-0.8% -$2.33K 0.04% 365
2017
Q2 		$279K Sell
52,621
-10,825
-17% -$60K 0.03% 412
2017
Q1 		$375K Buy
63,446
+12,623
+25% +$80.1K 0.04% 339
2016
Q4 		$372K Buy
50,823
+43,168
+564% +$442K 0.05% 316
2016
Q3 		$113K Sell
7,655
-12,249
-62% -$179K 0.02% 570
2016
Q2 		$248K Sell
19,904
-5,393
-21% -$79.8K 0.04% 393
2016
Q1 		$377K Buy
+25,297
New +$402K 0.06% 286

Other funds holding FIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geneos Wealth Management's FIT Position: Q4 2020 in Review

Geneos Wealth Management sold out of Fitbit, Inc. Class A common stock (FIT) in Q4 2020, closing a stake of 900 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in FIT in Q1 2016 and held it in 19 quarters. The position peaked at $377K in Q1 2016. 204 funds tracked by Wall St. Rank hold FIT as of Q4 2020.

  • Geneos Wealth Management reported no remaining Fitbit, Inc. Class A common stock position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 900 Fitbit, Inc. Class A common stock shares in Q4 2020, an estimated $5K.
  • Geneos Wealth Management first reported a position in Fitbit, Inc. Class A common stock in Q1 2016 and held it in 19 quarters.
  • Geneos Wealth Management's Fitbit, Inc. Class A common stock position peaked at $377K in Q1 2016.
  • 204 funds tracked by Wall St. Rank held Fitbit, Inc. Class A common stock as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.