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Geneos Wealth Management’s Synaptics SYNA Stock Holding History

Geneos Wealth Management’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-328
Closed -$59K – 2872
2021
Q3 		$59K Hold
328
– – ﹤0.01% 1410
2021
Q2 		$51K Sell
328
-191
-37% -$25.8K ﹤0.01% 1475
2021
Q1 		$72K Hold
519
– – ﹤0.01% 1440
2020
Q4 		$57K Buy
519
+428
+470% +$34.8K ﹤0.01% 1398
2020
Q3 		$7K Buy
+91
New +$7.19K ﹤0.01% 2088
2017
Q1 		– Sell
-100
Closed -$5K – 2136
2016
Q4 		$5K Hold
100
– – ﹤0.01% 1646
2016
Q3 		$5K Hold
100
– – ﹤0.01% 1589
2016
Q2 		$5K Hold
100
– – ﹤0.01% 1533
2016
Q1 		$7K Buy
+100
New +$7.58K ﹤0.01% 1421

Other funds holding SYNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Synaptics (SYNA) in Q4 2021, closing a stake of 328 shares — an estimated $59K sold.

Geneos Wealth Management first reported a position in SYNA in Q1 2016 and held it in 9 quarters. The position peaked at $72K in Q1 2021. 363 funds tracked by Wall St. Rank hold SYNA as of Q4 2021.

  • Geneos Wealth Management reported no remaining Synaptics position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 328 Synaptics shares in Q4 2021, an estimated $59K.
  • Geneos Wealth Management first reported a position in Synaptics in Q1 2016 and held it in 9 quarters.
  • Geneos Wealth Management's Synaptics position peaked at $72K in Q1 2021.
  • 363 funds tracked by Wall St. Rank held Synaptics as of Q4 2021.

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