GWM
OPEN icon

Geneos Wealth Management’s Opendoor OPEN Stock Holding History

Geneos Wealth Management’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-424
Closed -$8K – 3036
2021
Q1 		$8K Buy
424
+124
+41% +$3.27K ﹤0.01% 2486
2020
Q4 		$6K Buy
+300
New +$6.29K ﹤0.01% 2429

Other funds holding OPEN

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Geneos Wealth Management sold out of Opendoor (OPEN) in Q2 2021, closing a stake of 424 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in OPEN in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 240 funds tracked by Wall St. Rank hold OPEN as of Q2 2021.

  • Geneos Wealth Management reported no remaining Opendoor position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 424 Opendoor shares in Q2 2021, an estimated $8K.
  • Geneos Wealth Management first reported a position in Opendoor in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Opendoor position peaked at $8K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Opendoor as of Q2 2021.

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