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Geneos Wealth Management’s Smith Micro Software SMSI Stock Holding History

Geneos Wealth Management’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-140
Closed -$5K – 2130
2017
Q1 		$5K Buy
+140
New +$8K ﹤0.01% 1692

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CPA
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Geneos Wealth Management's SMSI Position: Q2 2017 in Review

Geneos Wealth Management sold out of Smith Micro Software (SMSI) in Q2 2017, closing a stake of 140 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in SMSI in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 20 funds tracked by Wall St. Rank hold SMSI as of Q2 2017.

  • Geneos Wealth Management reported no remaining Smith Micro Software position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 140 Smith Micro Software shares in Q2 2017, an estimated $5K.
  • Geneos Wealth Management first reported a position in Smith Micro Software in Q1 2017 and held it in 1 quarter.
  • Geneos Wealth Management's Smith Micro Software position peaked at $5K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held Smith Micro Software as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.