Geneos Wealth Management’s iSun, Inc. Common Stock ISUN Stock Holding History

Geneos Wealth Management’s Portfolio ISUN Stock Details ISUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-200	Closed	–	–	2822
2022 Q1	$0	Hold	200	–	–	﹤0.01%	3027
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	2734
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	2805
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	2704
2021 Q1	$2K	Sell	200 -200	-50%	-$3.25K	﹤0.01%	2961
2020 Q4	$5K	Buy	400 +200	+100%	+$1.38K	﹤0.01%	2509
2020 Q3	$1K	Buy	+200	New	+$816	﹤0.01%	2596
2019 Q3	–	Sell	-200	Closed	-$1K	–	2562
2019 Q2	$1K	Buy	+200	New	+$1.99K	﹤0.01%	2458

Other funds holding ISUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geneos Wealth Management's ISUN Position: Q2 2022 in Review

Geneos Wealth Management sold out of iSun, Inc. Common Stock (ISUN) in Q2 2022, closing a stake of 200 shares.

Geneos Wealth Management first reported a position in ISUN in Q2 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2020. 26 funds tracked by Wall St. Rank hold ISUN as of Q2 2022.

Geneos Wealth Management reported no remaining iSun, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 200 iSun, Inc. Common Stock shares in Q2 2022.
Geneos Wealth Management first reported a position in iSun, Inc. Common Stock in Q2 2019 and held it in 8 quarters.
Geneos Wealth Management's iSun, Inc. Common Stock position peaked at $5K in Q4 2020.
26 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.