Geneos Wealth Management’s CS Disco LAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-50	Closed	–	–	2060
2022 Q3	$0	Hold	50	–	–	﹤0.01%	2328
2022 Q2	$0	Hold	50	–	–	﹤0.01%	2696
2022 Q1	$1K	Buy	+50	New	+$1.64K	﹤0.01%	2662

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management sold out of CS Disco (LAW) in Q4 2022, closing a stake of 50 shares.

Geneos Wealth Management first reported a position in LAW in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 102 funds tracked by Wall St. Rank hold LAW as of Q4 2022.

Geneos Wealth Management reported no remaining CS Disco position as of Q4 2022 after selling out during the quarter.
Geneos Wealth Management sold 50 CS Disco shares in Q4 2022.
Geneos Wealth Management first reported a position in CS Disco in Q1 2022 and held it in 3 quarters.
Geneos Wealth Management's CS Disco position peaked at $1K in Q1 2022.
102 funds tracked by Wall St. Rank held CS Disco as of Q4 2022.

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