Geneos Wealth Management’s Tata Motors Limited TTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$4.62K	–	2132
2022 Q4	$4.62K	Hold	200	–	–	﹤0.01%	1725
2022 Q3	$4K	Sell	200 -220	-52%	-$6.18K	﹤0.01%	1765
2022 Q2	$11K	Hold	420	–	–	﹤0.01%	1928
2022 Q1	$11K	Hold	420	–	–	﹤0.01%	2075
2021 Q4	$13K	Buy	+420	New	+$13.2K	﹤0.01%	2092
2021 Q2	–	Sell	-400	Closed	-$7K	–	3177
2021 Q1	$7K	Buy	+400	New	+$8.06K	﹤0.01%	2564
2018 Q2	–	Sell	-1,807	Closed	-$46K	–	2354
2018 Q1	$46K	Sell	1,807 -15,841	-90%	-$466K	﹤0.01%	1033
2017 Q4	$583K	Sell	17,648 -3,307	-16%	-$107K	0.05%	286
2017 Q3	$655K	Buy	+20,955	New	+$674K	0.07%	256

Other funds holding TTM

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Geneos Wealth Management's TTM Position: Q1 2023 in Review

Geneos Wealth Management sold out of Tata Motors Limited (TTM) in Q1 2023, closing a stake of 200 shares — an estimated $4.62K sold.

Geneos Wealth Management first reported a position in TTM in Q3 2017 and held it in 9 quarters. The position peaked at $655K in Q3 2017. 29 funds tracked by Wall St. Rank hold TTM as of Q1 2023.

Geneos Wealth Management reported no remaining Tata Motors Limited position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 200 Tata Motors Limited shares in Q1 2023, an estimated $4.62K.
Geneos Wealth Management first reported a position in Tata Motors Limited in Q3 2017 and held it in 9 quarters.
Geneos Wealth Management's Tata Motors Limited position peaked at $655K in Q3 2017.
29 funds tracked by Wall St. Rank held Tata Motors Limited as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.