GWM
STEM icon

Geneos Wealth Management’s Stem STEM Stock Holding History

Geneos Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25
Closed -$555 – 2618
2024
Q2 		$555 Hold
25
– – ﹤0.01% 2043
2024
Q1 		$1.09K Sell
25
-14
-36% -$778 ﹤0.01% 2000
2023
Q4 		$2.99K Hold
39
– – ﹤0.01% 1849
2023
Q3 		$3.27K Hold
39
– – ﹤0.01% 1849
2023
Q2 		$4.4K Buy
39
+6
+18% +$596 ﹤0.01% 1770
2023
Q1 		$3.69K Sell
33
-1
-3% -$169 ﹤0.01% 1799
2022
Q4 		$5.99K Hold
34
– – ﹤0.01% 1663
2022
Q3 		$8K Sell
34
-16
-32% -$4.09K ﹤0.01% 1588
2022
Q2 		$7K Buy
50
+35
+233% +$5.82K ﹤0.01% 2101
2022
Q1 		$3K Buy
+15
New +$3.49K ﹤0.01% 2491

Other funds holding STEM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Geneos Wealth Management's STEM Position: Q3 2024 in Review

Geneos Wealth Management sold out of Stem (STEM) in Q3 2024, closing a stake of 25 shares — an estimated $555 sold.

Geneos Wealth Management first reported a position in STEM in Q1 2022 and held it in 10 quarters. The position peaked at $8K in Q3 2022. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Geneos Wealth Management reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 25 Stem shares in Q3 2024, an estimated $555.
  • Geneos Wealth Management first reported a position in Stem in Q1 2022 and held it in 10 quarters.
  • Geneos Wealth Management's Stem position peaked at $8K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.