GWM
SOL

Geneos Wealth Management’s Emeren Group SOL Stock Holding History

Geneos Wealth Management’s Portfolio SOL Stock Details SOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-800
Closed -$5K – 2868
2021
Q3 		$5K Hold
800
– – ﹤0.01% 2468
2021
Q2 		$6K Hold
800
– – ﹤0.01% 2409
2021
Q1 		$7K Hold
800
– – ﹤0.01% 2553
2020
Q4 		$9K Buy
+800
New +$4.35K ﹤0.01% 2271

Other funds holding SOL

SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's SOL Position: Q4 2021 in Review

Geneos Wealth Management sold out of Emeren Group (SOL) in Q4 2021, closing a stake of 800 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in SOL in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2020. 51 funds tracked by Wall St. Rank hold SOL as of Q4 2021.

  • Geneos Wealth Management reported no remaining Emeren Group position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 800 Emeren Group shares in Q4 2021, an estimated $5K.
  • Geneos Wealth Management first reported a position in Emeren Group in Q4 2020 and held it in 4 quarters.
  • Geneos Wealth Management's Emeren Group position peaked at $9K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Emeren Group as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.