Geneos Wealth Management’s ESS Tech GWH Stock Holding History

Geneos Wealth Management’s Portfolio GWH Stock Details GWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-23	Closed	–	–	2258
2022 Q2	$0	Hold	23	–	–	﹤0.01%	2665
2022 Q1	$1K	Buy	+23	New	+$2.05K	﹤0.01%	2647

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneos Wealth Management's GWH Position: Q3 2022 in Review

Geneos Wealth Management sold out of ESS Tech (GWH) in Q3 2022, closing a stake of 23 shares.

Geneos Wealth Management first reported a position in GWH in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 94 funds tracked by Wall St. Rank hold GWH as of Q3 2022.

Geneos Wealth Management reported no remaining ESS Tech position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 23 ESS Tech shares in Q3 2022.
Geneos Wealth Management first reported a position in ESS Tech in Q1 2022 and held it in 2 quarters.
Geneos Wealth Management's ESS Tech position peaked at $1K in Q1 2022.
94 funds tracked by Wall St. Rank held ESS Tech as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.