Geneos Wealth Management’s Livent Corporation LTHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-223	Closed	-$5K	–	2838
2022 Q1	$5K	Hold	223	–	–	﹤0.01%	2373
2021 Q4	$5K	Sell	223 -490	-69%	-$13.3K	﹤0.01%	2427
2021 Q3	$16K	Sell	713 -60	-8%	-$1.35K	﹤0.01%	2046
2021 Q2	$15K	Hold	773	–	–	﹤0.01%	2066
2021 Q1	$13K	Hold	773	–	–	﹤0.01%	2281
2020 Q4	$13K	Buy	+773	New	+$10.8K	﹤0.01%	2127
2020 Q1	–	Sell	-1,205	Closed	-$10K	–	2635
2019 Q4	$10K	Sell	1,205 -244	-17%	-$1.87K	﹤0.01%	1992
2019 Q3	$9K	Sell	1,449 -31	-2%	-$208	﹤0.01%	1946
2019 Q2	$10K	Hold	1,480	–	–	﹤0.01%	1924
2019 Q1	$18K	Buy	1,480 +1,380	+1,380%	+$18K	﹤0.01%	1631
2018 Q4	$1K	Buy	+100	New	+$1.63K	﹤0.01%	2350

Other funds holding LTHM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Geneos Wealth Management sold out of Livent Corporation (LTHM) in Q2 2022, closing a stake of 223 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in LTHM in Q4 2018 and held it in 11 quarters. The position peaked at $18K in Q1 2019. 396 funds tracked by Wall St. Rank hold LTHM as of Q2 2022.

Geneos Wealth Management reported no remaining Livent Corporation position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 223 Livent Corporation shares in Q2 2022, an estimated $5K.
Geneos Wealth Management first reported a position in Livent Corporation in Q4 2018 and held it in 11 quarters.
Geneos Wealth Management's Livent Corporation position peaked at $18K in Q1 2019.
396 funds tracked by Wall St. Rank held Livent Corporation as of Q2 2022.

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