Geneos Wealth Management’s Solid Power SLDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,150	Closed	-$5.46K	–	2140
2023 Q2	$5.46K	Buy	+2,150	New	+$4.96K	﹤0.01%	1720

Other funds holding SLDP

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

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's SLDP Position: Q3 2023 in Review

Geneos Wealth Management sold out of Solid Power (SLDP) in Q3 2023, closing a stake of 2,150 shares — an estimated $5.46K sold.

Geneos Wealth Management first reported a position in SLDP in Q2 2023 and held it in 1 quarter. The position peaked at $5.46K in Q2 2023. 153 funds tracked by Wall St. Rank hold SLDP as of Q3 2023.

Geneos Wealth Management reported no remaining Solid Power position as of Q3 2023 after selling out during the quarter.
Geneos Wealth Management sold 2,150 Solid Power shares in Q3 2023, an estimated $5.46K.
Geneos Wealth Management first reported a position in Solid Power in Q2 2023 and held it in 1 quarter.
Geneos Wealth Management's Solid Power position peaked at $5.46K in Q2 2023.
153 funds tracked by Wall St. Rank held Solid Power as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.