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GWM
Geneos Wealth Management’s
Groupon
GRPN
Stock Holding History
Geneos Wealth Management’s Portfolio
GRPN Stock Details
GRPN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$928
Hold
78
–
–
﹤0.01%
2416
2025
Q4
$1.37K
Hold
78
–
–
﹤0.01%
2371
2025
Q3
$1.82K
Hold
78
–
–
﹤0.01%
2331
2025
Q2
$2.61K
Sell
78
-78
-50%
-$1.99K
﹤0.01%
2755
2025
Q1
$2.93K
Buy
156
+78
+100%
+$988
﹤0.01%
2890
2024
Q4
$948
Hold
78
–
–
﹤0.01%
2781
2024
Q3
$763
Hold
78
–
–
﹤0.01%
2490
2024
Q2
$1.19K
Hold
78
–
–
﹤0.01%
1959
2024
Q1
$1.04K
Hold
78
–
–
﹤0.01%
2014
2023
Q4
$1K
Hold
78
–
–
﹤0.01%
2013
2023
Q3
$1.2K
Buy
+78
New
+$760
﹤0.01%
2008
2023
Q1
–
Sell
-78
Closed
-$669
–
2067
2022
Q4
$669
Hold
78
–
–
﹤0.01%
2001
2022
Q3
$0
Hold
78
–
–
﹤0.01%
2250
2022
Q2
$0
Hold
78
–
–
﹤0.01%
2663
2022
Q1
$1K
Hold
78
–
–
﹤0.01%
2645
2021
Q4
$1K
Hold
78
–
–
﹤0.01%
2674
2021
Q3
$1K
Hold
78
–
–
﹤0.01%
2743
2021
Q2
$3K
Hold
78
–
–
﹤0.01%
2574
2021
Q1
$3K
Hold
78
–
–
﹤0.01%
2799
2020
Q4
$3K
Hold
78
–
–
﹤0.01%
2618
2020
Q3
$1K
Hold
78
–
–
﹤0.01%
2523
2020
Q2
$1K
Buy
+78
New
+$1.74K
﹤0.01%
2465
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$666B AUM
30.12%
1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
VCM
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$4.04T AUM
GECH
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$642M AUM
58.94%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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