GWM
PLXS icon

Geneos Wealth Management’s Plexus PLXS Stock Holding History

Geneos Wealth Management’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$1.14K – 2154
2024
Q1 		$1.14K Buy
+12
New +$1.16K ﹤0.01% 1991
2021
Q2 		– Sell
-920
Closed -$85K – 3050
2021
Q1 		$85K Buy
+920
New +$78K ﹤0.01% 1376

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Plexus (PLXS) in Q2 2024, closing a stake of 12 shares — an estimated $1.14K sold.

Geneos Wealth Management first reported a position in PLXS in Q1 2021 and held it in 2 quarters. The position peaked at $85K in Q1 2021. 257 funds tracked by Wall St. Rank hold PLXS as of Q2 2024.

  • Geneos Wealth Management reported no remaining Plexus position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 12 Plexus shares in Q2 2024, an estimated $1.14K.
  • Geneos Wealth Management first reported a position in Plexus in Q1 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Plexus position peaked at $85K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Plexus as of Q2 2024.

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