Geneos Wealth Management’s IT Tech Packaging ITP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,000
Closed -$2K 2869
2021
Q4
$2K Hold
1,000
﹤0.01% 2581
2021
Q3
$3K Hold
1,000
﹤0.01% 2573
2021
Q2
$4K Hold
1,000
﹤0.01% 2509
2021
Q1
$5K Hold
1,000
﹤0.01% 2651
2020
Q4
$6K Buy
+1,000
New +$6.24K ﹤0.01% 2421

Other funds holding ITP

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

Geneos Wealth Management sold out of IT Tech Packaging (ITP) in Q1 2022, closing a stake of 1,000 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in ITP in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 11 funds tracked by Wall St. Rank hold ITP as of Q1 2022.

  • Geneos Wealth Management reported no remaining IT Tech Packaging position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 IT Tech Packaging shares in Q1 2022, an estimated $2K.
  • Geneos Wealth Management first reported a position in IT Tech Packaging in Q4 2020 and held it in 5 quarters.
  • Geneos Wealth Management's IT Tech Packaging position peaked at $6K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held IT Tech Packaging as of Q1 2022.

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