GWM
TWOU

Geneos Wealth Management’s 2U Inc TWOU Stock Holding History

Geneos Wealth Management’s Portfolio TWOU Stock Details TWOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7
Closed -$1.25K – 2121
2022
Q4 		$1.25K Sell
7
-8
-53% -$1.59K ﹤0.01% 1937
2022
Q3 		$2K Sell
15
-17
-53% -$4.43K ﹤0.01% 1889
2022
Q2 		$11K Sell
32
-25
-44% -$7.72K ﹤0.01% 1926
2022
Q1 		$22K Sell
57
-75
-57% -$30.2K ﹤0.01% 1768
2021
Q4 		$79K Hold
132
– – ﹤0.01% 1267
2021
Q3 		$135K Sell
132
-16
-11% -$18.8K 0.01% 1039
2021
Q2 		$187K Sell
148
-14
-9% -$16.2K 0.01% 881
2021
Q1 		$190K Hold
162
– – 0.01% 981
2020
Q4 		$170K Sell
162
-11
-6% -$11.8K 0.01% 897
2020
Q3 		$182K Hold
173
– – 0.01% 716
2020
Q2 		$196K Buy
173
+73
+73% +$65.2K 0.01% 677
2020
Q1 		$65K Buy
+100
New +$67.6K ﹤0.01% 1018

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management sold out of 2U Inc (TWOU) in Q1 2023, closing a stake of 7 shares — an estimated $1.25K sold.

Geneos Wealth Management first reported a position in TWOU in Q1 2020 and held it in 12 quarters. The position peaked at $196K in Q2 2020. 175 funds tracked by Wall St. Rank hold TWOU as of Q1 2023.

  • Geneos Wealth Management reported no remaining 2U Inc position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 7 2U Inc shares in Q1 2023, an estimated $1.25K.
  • Geneos Wealth Management first reported a position in 2U Inc in Q1 2020 and held it in 12 quarters.
  • Geneos Wealth Management's 2U Inc position peaked at $196K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held 2U Inc as of Q1 2023.

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