Geneos Wealth Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Geneos Wealth Management’s Portfolio SWCH Stock Details SWCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-906	Closed	-$30K	–	2124
2022 Q3	$30K	Sell	906 -17	-2%	-$576	﹤0.01%	1201
2022 Q2	$30K	Buy	923 +129	+16%	+$4.17K	﹤0.01%	1503
2022 Q1	$24K	Buy	794 +36	+5%	+$960	﹤0.01%	1730
2021 Q4	$21K	Buy	+758	New	+$19.8K	﹤0.01%	1879

Other funds holding SWCH

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Geneos Wealth Management's SWCH Position: Q4 2022 in Review

Geneos Wealth Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 906 shares — an estimated $30K sold.

Geneos Wealth Management first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Geneos Wealth Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Geneos Wealth Management sold 906 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $30K.
Geneos Wealth Management first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Geneos Wealth Management's Switch, Inc. Class A Common Stock position peaked at $30K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.