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Geneos Wealth Management’s Nexa Resources NEXA Stock Holding History

Geneos Wealth Management’s Portfolio NEXA Stock Details NEXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-463
Closed -$4K – 3025
2021
Q1 		$4K Hold
463
– – ﹤0.01% 2727
2020
Q4 		$4K Buy
+463
New +$3.36K ﹤0.01% 2549

Other funds holding NEXA

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $6.11B AUM 32.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geneos Wealth Management's NEXA Position: Q2 2021 in Review

Geneos Wealth Management sold out of Nexa Resources (NEXA) in Q2 2021, closing a stake of 463 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in NEXA in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 35 funds tracked by Wall St. Rank hold NEXA as of Q2 2021.

  • Geneos Wealth Management reported no remaining Nexa Resources position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 463 Nexa Resources shares in Q2 2021, an estimated $4K.
  • Geneos Wealth Management first reported a position in Nexa Resources in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Nexa Resources position peaked at $4K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Nexa Resources as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.