GWM
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Geneos Wealth Management’s Freshworks FRSH Stock Holding History

Geneos Wealth Management’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$2.94K – 2064
2022
Q4 		$2.94K Hold
200
– – ﹤0.01% 1819
2022
Q3 		$2K Hold
200
– – ﹤0.01% 1834
2022
Q2 		$2K Hold
200
– – ﹤0.01% 2383
2022
Q1 		$3K Buy
+200
New +$4.07K ﹤0.01% 2458

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SCM
Steadview Capital Management London, United Kingdom $227M AUM 56.13% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's FRSH Position: Q1 2023 in Review

Geneos Wealth Management sold out of Freshworks (FRSH) in Q1 2023, closing a stake of 200 shares — an estimated $2.94K sold.

Geneos Wealth Management first reported a position in FRSH in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 175 funds tracked by Wall St. Rank hold FRSH as of Q1 2023.

  • Geneos Wealth Management reported no remaining Freshworks position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Freshworks shares in Q1 2023, an estimated $2.94K.
  • Geneos Wealth Management first reported a position in Freshworks in Q1 2022 and held it in 4 quarters.
  • Geneos Wealth Management's Freshworks position peaked at $3K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Freshworks as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.