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Geneos Wealth Management’s Li Auto LI Stock Holding History

Geneos Wealth Management’s Portfolio LI Stock Details LI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-113
Closed -$3.42K – 2132
2024
Q1 		$3.42K Buy
+113
New +$3.74K ﹤0.01% 1790

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Geneos Wealth Management's LI Position: Q2 2024 in Review

Geneos Wealth Management sold out of Li Auto (LI) in Q2 2024, closing a stake of 113 shares — an estimated $3.42K sold.

Geneos Wealth Management first reported a position in LI in Q1 2024 and held it in 1 quarter. The position peaked at $3.42K in Q1 2024. 197 funds tracked by Wall St. Rank hold LI as of Q2 2024.

  • Geneos Wealth Management reported no remaining Li Auto position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 113 Li Auto shares in Q2 2024, an estimated $3.42K.
  • Geneos Wealth Management first reported a position in Li Auto in Q1 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Li Auto position peaked at $3.42K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Li Auto as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.