GWM
OLO

Geneos Wealth Management’s Olo Inc OLO Stock Holding History

Geneos Wealth Management’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-700
Closed -$3.84K – 2148
2024
Q1 		$3.84K Sell
700
-600
-46% -$3.28K ﹤0.01% 1769
2023
Q4 		$7.44K Sell
1,300
-300
-19% -$1.65K ﹤0.01% 1624
2023
Q3 		$9.7K Hold
1,600
– – ﹤0.01% 1575
2023
Q2 		$10.3K Sell
1,600
-200
-11% -$1.44K ﹤0.01% 1572
2023
Q1 		$14.7K Hold
1,800
– – ﹤0.01% 1437
2022
Q4 		$11.3K Hold
1,800
– – ﹤0.01% 1499
2022
Q3 		$14K Sell
1,800
-720
-29% -$6.89K ﹤0.01% 1434
2022
Q2 		$26K Hold
2,520
– – ﹤0.01% 1566
2022
Q1 		$33K Hold
2,520
– – ﹤0.01% 1554
2021
Q4 		$52K Buy
+2,520
New +$65.6K ﹤0.01% 1459

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Geneos Wealth Management sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 700 shares — an estimated $3.84K sold.

Geneos Wealth Management first reported a position in OLO in Q4 2021 and held it in 10 quarters. The position peaked at $52K in Q4 2021. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

  • Geneos Wealth Management reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 700 Olo Inc shares in Q2 2024, an estimated $3.84K.
  • Geneos Wealth Management first reported a position in Olo Inc in Q4 2021 and held it in 10 quarters.
  • Geneos Wealth Management's Olo Inc position peaked at $52K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

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