GWM
IDEX

Geneos Wealth Management’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Geneos Wealth Management’s Portfolio IDEX Stock Details IDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-192
Closed -$28K – 3039
2021
Q4 		$28K Buy
192
+152
+380% +$32.4K ﹤0.01% 1724
2021
Q3 		$9K Buy
40
+32
+400% +$9.33K ﹤0.01% 2285
2021
Q2 		$2K Hold
8
– – ﹤0.01% 2707
2021
Q1 		$2K Sell
8
-14
-64% -$6.09K ﹤0.01% 2965
2020
Q4 		$7K Buy
+22
New +$4.07K ﹤0.01% 2391
2020
Q3 		– Sell
-8
Closed -$1K – 2705
2020
Q2 		$1K Buy
+8
New +$925 ﹤0.01% 2535

Other funds holding IDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's IDEX Position: Q1 2022 in Review

Geneos Wealth Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2022, closing a stake of 192 shares — an estimated $28K sold.

Geneos Wealth Management first reported a position in IDEX in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q4 2021. 114 funds tracked by Wall St. Rank hold IDEX as of Q1 2022.

  • Geneos Wealth Management reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 192 Ideanomics, Inc. Common Stock shares in Q1 2022, an estimated $28K.
  • Geneos Wealth Management first reported a position in Ideanomics, Inc. Common Stock in Q2 2020 and held it in 6 quarters.
  • Geneos Wealth Management's Ideanomics, Inc. Common Stock position peaked at $28K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.