GWM
IQ icon

Geneos Wealth Management’s iQIYI IQ Stock Holding History

Geneos Wealth Management’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$1K – 2591
2020
Q1 		$1K Buy
+100
New +$2.25K ﹤0.01% 2380
2018
Q4 		– Sell
-50
Closed -$1K – 2435
2018
Q3 		$1K Sell
50
-50
-50% -$1.49K ﹤0.01% 2350
2018
Q2 		$3K Buy
+100
New +$2.43K ﹤0.01% 2044

Other funds holding IQ

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's IQ Position: Q2 2020 in Review

Geneos Wealth Management sold out of iQIYI (IQ) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in IQ in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 219 funds tracked by Wall St. Rank hold IQ as of Q2 2020.

  • Geneos Wealth Management reported no remaining iQIYI position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 100 iQIYI shares in Q2 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in iQIYI in Q2 2018 and held it in 3 quarters.
  • Geneos Wealth Management's iQIYI position peaked at $3K in Q2 2018.
  • 219 funds tracked by Wall St. Rank held iQIYI as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.