Geneos Wealth Management’s LiveRamp RAMP Stock Holding History

Geneos Wealth Management’s Portfolio RAMP Stock Details RAMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$2K	–	2464
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	2418
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	2487
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	2476
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	2526
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	2527
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	2739
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	2491
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2195
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	2230
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	2199
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	2248
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	2165
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	2171
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	2054
2018 Q4	$3K	Buy	+100	New	+$4.53K	﹤0.01%	2130

Other funds holding RAMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's RAMP Position: Q3 2022 in Review

Geneos Wealth Management sold out of LiveRamp (RAMP) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in RAMP in Q4 2018 and held it in 15 quarters. The position peaked at $5K in Q4 2020. 223 funds tracked by Wall St. Rank hold RAMP as of Q3 2022.

Geneos Wealth Management reported no remaining LiveRamp position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 100 LiveRamp shares in Q3 2022, an estimated $2K.
Geneos Wealth Management first reported a position in LiveRamp in Q4 2018 and held it in 15 quarters.
Geneos Wealth Management's LiveRamp position peaked at $5K in Q4 2020.
223 funds tracked by Wall St. Rank held LiveRamp as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.