GWM
INOV

Geneos Wealth Management’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Geneos Wealth Management’s Portfolio INOV Stock Details INOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$3K – 3189
2021
Q1 		$3K Buy
+100
New +$2.57K ﹤0.01% 2850

Other funds holding INOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's INOV Position: Q2 2021 in Review

Geneos Wealth Management sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in INOV in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 184 funds tracked by Wall St. Rank hold INOV as of Q2 2021.

  • Geneos Wealth Management reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Inovalon Holdings, Inc. Class A Common Stock shares in Q2 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Inovalon Holdings, Inc. Class A Common Stock position peaked at $3K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.