Geneos Wealth Management’s TAL Education Group TAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-130	Closed	-$9K	–	2990
2020 Q3	$9K	Hold	130	–	–	﹤0.01%	1999
2020 Q2	$8K	Sell	130 -1,608	-93%	-$92K	﹤0.01%	2005
2020 Q1	$92K	Hold	1,738	–	–	0.01%	863
2019 Q4	$84K	Sell	1,738 -552	-24%	-$23.7K	﹤0.01%	1019
2019 Q3	$77K	Hold	2,290	–	–	﹤0.01%	996
2019 Q2	$87K	Buy	2,290 +130	+6%	+$4.7K	0.01%	958
2019 Q1	$77K	Hold	2,160	–	–	0.01%	962
2018 Q4	$57K	Sell	2,160 -540	-20%	-$14.3K	﹤0.01%	1036
2018 Q3	$69K	Buy	2,700 +300	+13%	+$9.69K	﹤0.01%	1037
2018 Q2	$88K	Sell	2,400 -1,042	-30%	-$41K	0.01%	837
2018 Q1	$127K	Sell	3,442 -436	-11%	-$15K	0.01%	669
2017 Q4	$115K	Sell	3,878 -83	-2%	-$2.52K	0.01%	702
2017 Q3	$133K	Buy	3,961 +1,561	+65%	+$44K	0.01%	628
2017 Q2	$48K	Hold	2,400	–	–	﹤0.01%	934
2017 Q1	$42K	Hold	2,400	–	–	﹤0.01%	958
2016 Q4	$28K	Hold	2,400	–	–	﹤0.01%	1049
2016 Q3	$28K	Hold	2,400	–	–	﹤0.01%	1016
2016 Q2	$25K	Hold	2,400	–	–	﹤0.01%	1044
2016 Q1	$19K	Buy	+2,400	New	+$19.2K	﹤0.01%	1108

Other funds holding TAL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Geneos Wealth Management's TAL Position: Q4 2020 in Review

Geneos Wealth Management sold out of TAL Education Group (TAL) in Q4 2020, closing a stake of 130 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in TAL in Q1 2016 and held it in 19 quarters. The position peaked at $133K in Q3 2017. 349 funds tracked by Wall St. Rank hold TAL as of Q4 2020.

Geneos Wealth Management reported no remaining TAL Education Group position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 130 TAL Education Group shares in Q4 2020, an estimated $9K.
Geneos Wealth Management first reported a position in TAL Education Group in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's TAL Education Group position peaked at $133K in Q3 2017.
349 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.