Geneos Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50	Closed	-$559	–	2165
2024 Q1	$559	Hold	50	–	–	﹤0.01%	2113
2023 Q4	$777	Hold	50	–	–	﹤0.01%	2047
2023 Q3	$913	Sell	50 -50	-50%	-$1.11K	﹤0.01%	2036
2023 Q2	$2.56K	Hold	100	–	–	﹤0.01%	1890
2023 Q1	$2.28K	Sell	100 -380	-79%	-$9.38K	﹤0.01%	1881
2022 Q4	$11.8K	Hold	480	–	–	﹤0.01%	1485
2022 Q3	$10K	Hold	480	–	–	﹤0.01%	1521
2022 Q2	$7K	Hold	480	–	–	﹤0.01%	2096
2022 Q1	$8K	Sell	480 -150	-24%	-$2.6K	﹤0.01%	2186
2021 Q4	$15K	Hold	630	–	–	﹤0.01%	2031
2021 Q3	$17K	Hold	630	–	–	﹤0.01%	2008
2021 Q2	$22K	Buy	630 +46	+8%	+$1.39K	﹤0.01%	1879
2021 Q1	$18K	Buy	+584	New	+$20.7K	﹤0.01%	2136

Other funds holding SHLS

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

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

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's SHLS Position: Q2 2024 in Review

Geneos Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 50 shares — an estimated $559 sold.

Geneos Wealth Management first reported a position in SHLS in Q1 2021 and held it in 13 quarters. The position peaked at $22K in Q2 2021. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

Geneos Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
Geneos Wealth Management sold 50 Shoals Technologies Group shares in Q2 2024, an estimated $559.
Geneos Wealth Management first reported a position in Shoals Technologies Group in Q1 2021 and held it in 13 quarters.
Geneos Wealth Management's Shoals Technologies Group position peaked at $22K in Q2 2021.
248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.