Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GWM
Geneos Wealth Management’s
Peraso
PRSO
Stock Holding History
Geneos Wealth Management’s Portfolio
PRSO Stock Details
PRSO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-88
Closed
-$6K
–
2452
2022
Q2
$6K
Hold
88
–
–
﹤0.01%
2140
2022
Q1
$7K
Buy
+88
New
+$9.41K
﹤0.01%
2240
2021
Q4
–
Sell
-38
Closed
-$7K
–
2851
2021
Q3
$7K
Hold
38
–
–
﹤0.01%
2362
2021
Q2
$8K
Sell
38
-12
-24%
-$2.39K
﹤0.01%
2297
2021
Q1
$7K
Hold
50
–
–
﹤0.01%
2546
2020
Q4
$7K
Hold
50
–
–
﹤0.01%
2380
2020
Q3
$2K
Buy
+50
New
+$3.39K
﹤0.01%
2437
Other funds holding PRSO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SFFS
Stonehage Fleming Financial Services
St. Helier, Jersey
$2.75B AUM
13.81%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SFI
Susquehanna Fundamental Investments
Bala Cynwyd, Pennsylvania
$2.67B AUM
21.74%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close