Geneos Wealth Management’s Grupo SIMEC SIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-50	Closed	-$1K	–	2897
2021 Q2	$1K	Buy	+50	New	+$993	﹤0.01%	2796

Other funds holding SIM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FTDI

First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geneos Wealth Management's SIM Position: Q3 2021 in Review

Geneos Wealth Management sold out of Grupo SIMEC (SIM) in Q3 2021, closing a stake of 50 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SIM in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 12 funds tracked by Wall St. Rank hold SIM as of Q3 2021.

Geneos Wealth Management reported no remaining Grupo SIMEC position as of Q3 2021 after selling out during the quarter.
Geneos Wealth Management sold 50 Grupo SIMEC shares in Q3 2021, an estimated $1K.
Geneos Wealth Management first reported a position in Grupo SIMEC in Q2 2021 and held it in 1 quarter.
Geneos Wealth Management's Grupo SIMEC position peaked at $1K in Q2 2021.
12 funds tracked by Wall St. Rank held Grupo SIMEC as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.