GWM
STEX

Geneos Wealth Management’s Streamex Corp STEX Stock Holding History

Geneos Wealth Management’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-462
Closed -$10K – 2772
2021
Q4 		$10K Buy
462
+298
+182% +$8.19K ﹤0.01% 2165
2021
Q3 		$4K Buy
+164
New +$5.33K ﹤0.01% 2489
2020
Q1 		– Sell
-100
Closed -$5K – 2486
2019
Q4 		$5K Hold
100
– – ﹤0.01% 2165
2019
Q3 		$8K Hold
100
– – ﹤0.01% 1953
2019
Q2 		$9K Hold
100
– – ﹤0.01% 1929
2019
Q1 		$6K Hold
100
– – ﹤0.01% 1977
2018
Q4 		$4K Hold
100
– – ﹤0.01% 2028
2018
Q3 		$5K Buy
+100
New +$5.92K ﹤0.01% 2045

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's STEX Position: Q1 2022 in Review

Geneos Wealth Management sold out of Streamex Corp (STEX) in Q1 2022, closing a stake of 462 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in STEX in Q3 2018 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 50 funds tracked by Wall St. Rank hold STEX as of Q1 2022.

  • Geneos Wealth Management reported no remaining Streamex Corp position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 462 Streamex Corp shares in Q1 2022, an estimated $10K.
  • Geneos Wealth Management first reported a position in Streamex Corp in Q3 2018 and held it in 8 quarters.
  • Geneos Wealth Management's Streamex Corp position peaked at $10K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.