Geneos Wealth Management’s TPI Composites TPIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-366	Closed	-$1.67K	–	2964
2024 Q3	$1.67K	Hold	366	–	–	﹤0.01%	2335
2024 Q2	$1.46K	Hold	366	–	–	﹤0.01%	1939
2024 Q1	$1.06K	Hold	366	–	–	﹤0.01%	2004
2023 Q4	$1.51K	Hold	366	–	–	﹤0.01%	1964
2023 Q3	$970	Hold	366	–	–	﹤0.01%	2034
2023 Q2	$3.79K	Hold	366	–	–	﹤0.01%	1811
2023 Q1	$4.78K	Hold	366	–	–	﹤0.01%	1737
2022 Q4	$3.71K	Hold	366	–	–	﹤0.01%	1778
2022 Q3	$4K	Hold	366	–	–	﹤0.01%	1753
2022 Q2	$4K	Sell	366 -10	-3%	-$131	﹤0.01%	2282
2022 Q1	$5K	Buy	376 +10	+3%	+$128	﹤0.01%	2363
2021 Q4	$5K	Hold	366	–	–	﹤0.01%	2419
2021 Q3	$12K	Hold	366	–	–	﹤0.01%	2160
2021 Q2	$17K	Sell	366 -88	-19%	-$4.33K	﹤0.01%	1999
2021 Q1	$24K	Hold	454	–	–	﹤0.01%	1986
2020 Q4	$20K	Buy	454 +88	+24%	+$3.52K	﹤0.01%	1923
2020 Q3	$9K	Hold	366	–	–	﹤0.01%	2002
2020 Q2	$8K	Hold	366	–	–	﹤0.01%	2010
2020 Q1	$5K	Hold	366	–	–	﹤0.01%	2055
2019 Q4	$6K	Hold	366	–	–	﹤0.01%	2156
2019 Q3	$6K	Hold	366	–	–	﹤0.01%	2075
2019 Q2	$9K	Hold	366	–	–	﹤0.01%	1950
2019 Q1	$10K	Buy	366 +166	+83%	+$4.92K	﹤0.01%	1852
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	2073
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	2073
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	1934
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	1918
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	1897
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	1844
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	1871
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	1829
2016 Q4	$3K	Buy	+200	New	+$3.24K	﹤0.01%	1792

Other funds holding TPIC

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

Brightline Capital Management Miami, Florida $462M AUM 226.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Geneos Wealth Management's TPIC Position: Q4 2024 in Review

Geneos Wealth Management sold out of TPI Composites (TPIC) in Q4 2024, closing a stake of 366 shares — an estimated $1.67K sold.

Geneos Wealth Management first reported a position in TPIC in Q4 2016 and held it in 32 quarters. The position peaked at $24K in Q1 2021. 124 funds tracked by Wall St. Rank hold TPIC as of Q4 2024.

Geneos Wealth Management reported no remaining TPI Composites position as of Q4 2024 after selling out during the quarter.
Geneos Wealth Management sold 366 TPI Composites shares in Q4 2024, an estimated $1.67K.
Geneos Wealth Management first reported a position in TPI Composites in Q4 2016 and held it in 32 quarters.
Geneos Wealth Management's TPI Composites position peaked at $24K in Q1 2021.
124 funds tracked by Wall St. Rank held TPI Composites as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.