GWM
PS

Geneos Wealth Management’s Pluralsight, Inc. Class A Common Stock PS Stock Holding History

Geneos Wealth Management’s Portfolio PS Stock Details PS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-625
Closed -$10K – 3045
2020
Q3 		$10K Hold
625
– – ﹤0.01% 1966
2020
Q2 		$10K Hold
625
– – ﹤0.01% 1935
2020
Q1 		$7K Buy
+625
New +$10.4K ﹤0.01% 1965

Other funds holding PS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Geneos Wealth Management's PS Position: Q4 2020 in Review

Geneos Wealth Management sold out of Pluralsight, Inc. Class A Common Stock (PS) in Q4 2020, closing a stake of 625 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in PS in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 229 funds tracked by Wall St. Rank hold PS as of Q4 2020.

  • Geneos Wealth Management reported no remaining Pluralsight, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 625 Pluralsight, Inc. Class A Common Stock shares in Q4 2020, an estimated $10K.
  • Geneos Wealth Management first reported a position in Pluralsight, Inc. Class A Common Stock in Q1 2020 and held it in 3 quarters.
  • Geneos Wealth Management's Pluralsight, Inc. Class A Common Stock position peaked at $10K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held Pluralsight, Inc. Class A Common Stock as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.