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Geneos Wealth Management’s Paysafe PSFE Stock Holding History

Geneos Wealth Management’s Portfolio PSFE Stock Details PSFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-209
Closed -$8K – 2743
2022
Q1 		$8K Hold
209
– – ﹤0.01% 2179
2021
Q4 		$9K Buy
+209
New +$14K ﹤0.01% 2227

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FNF
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FPM
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BlackRock
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State Street
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 PSFE Position: Q2 2022 in Review

Geneos Wealth Management sold out of Paysafe (PSFE) in Q2 2022, closing a stake of 209 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in PSFE in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 200 funds tracked by Wall St. Rank hold PSFE as of Q2 2022.

  • Geneos Wealth Management reported no remaining Paysafe position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 209 Paysafe shares in Q2 2022, an estimated $8K.
  • Geneos Wealth Management first reported a position in Paysafe in Q4 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Paysafe position peaked at $9K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Paysafe as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.