GWM
HTT

Geneos Wealth Management’s High Templar Tech Ltd HTT Stock Holding History

Geneos Wealth Management’s Portfolio HTT Stock Details HTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-990
Closed -$11K – 2312
2018
Q1 		$11K Hold
990
– – ﹤0.01% 1614
2017
Q4 		$12K Buy
+990
New +$19.1K ﹤0.01% 1570

Other funds holding HTT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Geneos Wealth Management's HTT Position: Q2 2018 in Review

Geneos Wealth Management sold out of High Templar Tech Ltd (HTT) in Q2 2018, closing a stake of 990 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in HTT in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 72 funds tracked by Wall St. Rank hold HTT as of Q2 2018.

  • Geneos Wealth Management reported no remaining High Templar Tech Ltd position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 990 High Templar Tech Ltd shares in Q2 2018, an estimated $11K.
  • Geneos Wealth Management first reported a position in High Templar Tech Ltd in Q4 2017 and held it in 2 quarters.
  • Geneos Wealth Management's High Templar Tech Ltd position peaked at $12K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held High Templar Tech Ltd as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.