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Geneos Wealth Management’s SolarEdge SEDG Stock Holding History

Geneos Wealth Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22
Closed -$504 – 2956
2024
Q3 		$504 Hold
22
– – ﹤0.01% 2557
2024
Q2 		$556 Buy
+22
New +$1.14K ﹤0.01% 2041
2024
Q1 		– Sell
-35
Closed -$3.28K – 2209
2023
Q4 		$3.28K Hold
35
– – ﹤0.01% 1820
2023
Q3 		$4.53K Hold
35
– – ﹤0.01% 1770
2023
Q2 		$9.42K Hold
35
– – ﹤0.01% 1591
2023
Q1 		$10.6K Hold
35
– – ﹤0.01% 1533
2022
Q4 		$9.91K Hold
35
– – ﹤0.01% 1533
2022
Q3 		$8K Hold
35
– – ﹤0.01% 1586
2022
Q2 		$9K Hold
35
– – ﹤0.01% 2007
2022
Q1 		$11K Sell
35
-65
-65% -$17.9K ﹤0.01% 2064
2021
Q4 		$28K Sell
100
-25
-20% -$7.89K ﹤0.01% 1719
2021
Q3 		$34K Hold
125
– – ﹤0.01% 1672
2021
Q2 		$34K Sell
125
-277
-69% -$69.8K ﹤0.01% 1656
2021
Q1 		$105K Buy
402
+90
+29% +$27.1K ﹤0.01% 1285
2020
Q4 		$59K Buy
312
+187
+150% +$51.7K ﹤0.01% 1379
2020
Q3 		$25K Hold
125
– – ﹤0.01% 1553
2020
Q2 		$16K Sell
125
-125
-50% -$15.3K ﹤0.01% 1730
2020
Q1 		$20K Sell
250
-125
-33% -$13.2K ﹤0.01% 1519
2019
Q4 		$35K Hold
375
– – ﹤0.01% 1441
2019
Q3 		$30K Hold
375
– – ﹤0.01% 1431
2019
Q2 		$23K Hold
375
– – ﹤0.01% 1568
2019
Q1 		$14K Hold
375
– – ﹤0.01% 1723
2018
Q4 		$13K Buy
+375
New +$14.4K ﹤0.01% 1703
2018
Q1 		– Sell
-1,264
Closed -$47K – 2229
2017
Q4 		$47K Sell
1,264
-288
-19% -$9.92K ﹤0.01% 1029
2017
Q3 		$44K Buy
+1,552
New +$39.1K ﹤0.01% 1011

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geneos Wealth Management's SEDG Position: Q4 2024 in Review

Geneos Wealth Management sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 22 shares — an estimated $504 sold.

Geneos Wealth Management first reported a position in SEDG in Q3 2017 and held it in 25 quarters. The position peaked at $105K in Q1 2021. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Geneos Wealth Management reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 22 SolarEdge shares in Q4 2024, an estimated $504.
  • Geneos Wealth Management first reported a position in SolarEdge in Q3 2017 and held it in 25 quarters.
  • Geneos Wealth Management's SolarEdge position peaked at $105K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.