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Geneos Wealth Management’s SiTime SITM Stock Holding History

Geneos Wealth Management’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$686 – 2957
2024
Q3 		$686 Buy
+4
New +$573 ﹤0.01% 2512
2024
Q2 		– Sell
-10
Closed -$932 – 2167
2024
Q1 		$932 Buy
+10
New +$1.05K ﹤0.01% 2033
2021
Q4 		– Sell
-100
Closed -$20K – 2865
2021
Q3 		$20K Buy
+100
New +$17.8K ﹤0.01% 1924

Other funds holding SITM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of SiTime (SITM) in Q4 2024, closing a stake of 4 shares — an estimated $686 sold.

Geneos Wealth Management first reported a position in SITM in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 278 funds tracked by Wall St. Rank hold SITM as of Q4 2024.

  • Geneos Wealth Management reported no remaining SiTime position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 4 SiTime shares in Q4 2024, an estimated $686.
  • Geneos Wealth Management first reported a position in SiTime in Q3 2021 and held it in 3 quarters.
  • Geneos Wealth Management's SiTime position peaked at $20K in Q3 2021.
  • 278 funds tracked by Wall St. Rank held SiTime as of Q4 2024.

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