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Geneos Wealth Management’s Polar Power POLA Stock Holding History

Geneos Wealth Management’s Portfolio POLA Stock Details POLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-429
Closed -$12K – 2536
2019
Q2 		$12K Hold
429
– – ﹤0.01% 1847
2019
Q1 		$13K Sell
429
-785
-65% -$27.1K ﹤0.01% 1752
2018
Q4 		$40K Hold
1,214
– – ﹤0.01% 1205
2018
Q3 		$43K Hold
1,214
– – ﹤0.01% 1248
2018
Q2 		$51K Hold
1,214
– – ﹤0.01% 1031
2018
Q1 		$42K Hold
1,214
– – ﹤0.01% 1070
2017
Q4 		$42K Buy
+1,214
New +$43.6K ﹤0.01% 1078

Other funds holding POLA

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's POLA Position: Q3 2019 in Review

Geneos Wealth Management sold out of Polar Power (POLA) in Q3 2019, closing a stake of 429 shares — an estimated $12K sold.

Geneos Wealth Management first reported a position in POLA in Q4 2017 and held it in 7 quarters. The position peaked at $51K in Q2 2018. 14 funds tracked by Wall St. Rank hold POLA as of Q3 2019.

  • Geneos Wealth Management reported no remaining Polar Power position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 429 Polar Power shares in Q3 2019, an estimated $12K.
  • Geneos Wealth Management first reported a position in Polar Power in Q4 2017 and held it in 7 quarters.
  • Geneos Wealth Management's Polar Power position peaked at $51K in Q2 2018.
  • 14 funds tracked by Wall St. Rank held Polar Power as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.