GWM
IS

Geneos Wealth Management’s ironSource Ltd. IS Stock Holding History

Geneos Wealth Management’s Portfolio IS Stock Details IS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,699
Closed -$23K – 2128
2022
Q3 		$23K Sell
6,699
-539
-7% -$2.05K ﹤0.01% 1283
2022
Q2 		$17K Buy
7,238
+2,628
+57% +$8.8K ﹤0.01% 1765
2022
Q1 		$22K Buy
+4,610
New +$28.1K ﹤0.01% 1770

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Geneos Wealth Management's IS Position: Q4 2022 in Review

Geneos Wealth Management sold out of ironSource Ltd. (IS) in Q4 2022, closing a stake of 6,699 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in IS in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q3 2022. 1 fund tracked by Wall St. Rank holds IS as of Q4 2022.

  • Geneos Wealth Management reported no remaining ironSource Ltd. position as of Q4 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 6,699 ironSource Ltd. shares in Q4 2022, an estimated $23K.
  • Geneos Wealth Management first reported a position in ironSource Ltd. in Q1 2022 and held it in 3 quarters.
  • Geneos Wealth Management's ironSource Ltd. position peaked at $23K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held ironSource Ltd. as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.