Geneos Wealth Management’s SharpSpring, Inc. SHSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,494	Closed	-$24K	–	3192
2021 Q1	$24K	Buy	+1,494	New	+$29.7K	﹤0.01%	1990
2018 Q1	–	Sell	-600	Closed	-$2K	–	2261
2017 Q4	$2K	Hold	600	–	–	﹤0.01%	2071
2017 Q3	$1K	Hold	600	–	–	﹤0.01%	2107
2017 Q2	$2K	Hold	600	–	–	﹤0.01%	1970
2017 Q1	$2K	Hold	600	–	–	﹤0.01%	1949
2016 Q4	$3K	Hold	600	–	–	﹤0.01%	1809
2016 Q3	$3K	Buy	+600	New	+$3.1K	﹤0.01%	1732

Other funds holding SHSP

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

TGCMU

Titan Global Capital Management USA New York $671M AUM 54.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geneos Wealth Management's SHSP Position: Q2 2021 in Review

Geneos Wealth Management sold out of SharpSpring, Inc. (SHSP) in Q2 2021, closing a stake of 1,494 shares — an estimated $24K sold.

Geneos Wealth Management first reported a position in SHSP in Q3 2016 and held it in 7 quarters. The position peaked at $24K in Q1 2021. 57 funds tracked by Wall St. Rank hold SHSP as of Q2 2021.

Geneos Wealth Management reported no remaining SharpSpring, Inc. position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 1,494 SharpSpring, Inc. shares in Q2 2021, an estimated $24K.
Geneos Wealth Management first reported a position in SharpSpring, Inc. in Q3 2016 and held it in 7 quarters.
Geneos Wealth Management's SharpSpring, Inc. position peaked at $24K in Q1 2021.
57 funds tracked by Wall St. Rank held SharpSpring, Inc. as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.