GWM
GRVY

Geneos Wealth Management’s GRAVITY GRVY Stock Holding History

Geneos Wealth Management’s Portfolio GRVY Stock Details GRVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-35
Closed -$3K – 2860
2021
Q2 		$3K Buy
+35
New +$4.29K ﹤0.01% 2575
2020
Q4 		– Sell
-73
Closed -$9K – 2933
2020
Q3 		$9K Buy
+73
New +$6.28K ﹤0.01% 1979

Other funds holding GRVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RC
Ronit Capital London, United Kingdom $74.3M AUM 13.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Geneos Wealth Management's GRVY Position: Q3 2021 in Review

Geneos Wealth Management sold out of GRAVITY (GRVY) in Q3 2021, closing a stake of 35 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in GRVY in Q3 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 35 funds tracked by Wall St. Rank hold GRVY as of Q3 2021.

  • Geneos Wealth Management reported no remaining GRAVITY position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 35 GRAVITY shares in Q3 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in GRAVITY in Q3 2020 and held it in 2 quarters.
  • Geneos Wealth Management's GRAVITY position peaked at $9K in Q3 2020.
  • 35 funds tracked by Wall St. Rank held GRAVITY as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.