GWM
SUNW

Geneos Wealth Management’s Sunworks, Inc. SUNW Stock Holding History

Geneos Wealth Management’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed – – 2682
2022
Q2 		$0 Buy
+500
New +$954 ﹤0.01% 2834

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APP
Alpha Paradigm Partners Chicago, Illinois $242M AUM 9.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's SUNW Position: Q3 2022 in Review

Geneos Wealth Management sold out of Sunworks, Inc. (SUNW) in Q3 2022, closing a stake of 500 shares.

Geneos Wealth Management first reported a position in SUNW in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 51 funds tracked by Wall St. Rank hold SUNW as of Q3 2022.

  • Geneos Wealth Management reported no remaining Sunworks, Inc. position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Sunworks, Inc. shares in Q3 2022.
  • Geneos Wealth Management first reported a position in Sunworks, Inc. in Q2 2022 and held it in 1 quarter.
  • Geneos Wealth Management's Sunworks, Inc. position peaked at $0 in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.