Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GWM
MDLA
Geneos Wealth Management’s
Medallia, Inc.
MDLA
Stock Holding History
Geneos Wealth Management’s Portfolio
MDLA Stock Details
MDLA Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
2021
Q3
$67K
Hold
2021
Q2
$66K
Sell
2021
Q1
$671K
Hold
2020
Q4
$55K
Buy
2020
Q3
$54K
Hold
2020
Q2
$52K
Hold
2020
Q1
$43K
Hold
2019
Q4
$63K
Sell
2019
Q3
$73K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close