GWM
SIVB

Geneos Wealth Management’s SVB Financial Group SIVB Stock Holding History

Geneos Wealth Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$11.5K – 2137
2022
Q4 		$11.5K Sell
50
-10
-17% -$2.48K ﹤0.01% 1494
2022
Q3 		$20K Sell
60
-12
-17% -$4.83K ﹤0.01% 1331
2022
Q2 		$28K Hold
72
– – ﹤0.01% 1539
2022
Q1 		$40K Buy
72
+36
+100% +$21.8K ﹤0.01% 1483
2021
Q4 		$24K Buy
36
+4
+13% +$2.82K ﹤0.01% 1807
2021
Q3 		$21K Sell
32
-145
-82% -$84.1K ﹤0.01% 1903
2021
Q2 		$100K Buy
177
+2
+1% +$1.11K ﹤0.01% 1167
2021
Q1 		$100K Sell
175
-13
-7% -$6.39K ﹤0.01% 1313
2020
Q4 		$92K Buy
188
+88
+88% +$28.5K ﹤0.01% 1186
2020
Q3 		$22K Hold
100
– – ﹤0.01% 1619
2020
Q2 		$20K Sell
100
-16
-14% -$3.08K ﹤0.01% 1631
2020
Q1 		$18K Buy
116
+79
+214% +$17.4K ﹤0.01% 1565
2019
Q4 		$9K Hold
37
– – ﹤0.01% 2034
2019
Q3 		$7K Sell
37
-35
-49% -$7.33K ﹤0.01% 2040
2019
Q2 		$16K Hold
72
– – ﹤0.01% 1754
2019
Q1 		$16K Sell
72
-2
-3% -$466 ﹤0.01% 1684
2018
Q4 		$14K Buy
74
+29
+64% +$7.09K ﹤0.01% 1678
2018
Q3 		$13K Buy
45
+24
+114% +$7.57K ﹤0.01% 1771
2018
Q2 		$6K Hold
21
– – ﹤0.01% 1898
2018
Q1 		$5K Hold
21
– – ﹤0.01% 1878
2017
Q4 		$4K Hold
21
– – ﹤0.01% 1916
2017
Q3 		$3K Hold
21
– – ﹤0.01% 1937
2017
Q2 		$3K Hold
21
– – ﹤0.01% 1894
2017
Q1 		$3K Hold
21
– – ﹤0.01% 1846
2016
Q4 		$3K Sell
21
-23
-52% -$3.3K ﹤0.01% 1814
2016
Q3 		$4K Buy
44
+21
+91% +$2.19K ﹤0.01% 1665
2016
Q2 		$2K Sell
23
-20
-47% -$2.05K ﹤0.01% 1719
2016
Q1 		$4K Buy
+43
New +$4.16K ﹤0.01% 1582

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Geneos Wealth Management's SIVB Position: Q1 2023 in Review

Geneos Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 50 shares — an estimated $11.5K sold.

Geneos Wealth Management first reported a position in SIVB in Q1 2016 and held it in 28 quarters. The position peaked at $100K in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Geneos Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 50 SVB Financial Group shares in Q1 2023, an estimated $11.5K.
  • Geneos Wealth Management first reported a position in SVB Financial Group in Q1 2016 and held it in 28 quarters.
  • Geneos Wealth Management's SVB Financial Group position peaked at $100K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.