GWM
TWTR

Geneos Wealth Management’s Twitter, Inc. TWTR Stock Holding History

Geneos Wealth Management’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,896
Closed -$302K – 2129
2022
Q3 		$302K Sell
6,896
-1,803
-21% -$73.4K 0.02% 502
2022
Q2 		$332K Sell
8,699
-5,358
-38% -$230K 0.02% 600
2022
Q1 		$543K Sell
14,057
-103
-0.7% -$3.76K 0.02% 510
2021
Q4 		$611K Buy
14,160
+273
+2% +$14.2K 0.02% 514
2021
Q3 		$860K Sell
13,887
-6,188
-31% -$406K 0.03% 424
2021
Q2 		$1.39M Buy
20,075
+11,031
+122% +$676K 0.05% 295
2021
Q1 		$499K Buy
9,044
+76
+0.8% +$4.64K 0.01% 641
2020
Q4 		$489K Sell
8,968
-278
-3% -$13.3K 0.02% 546
2020
Q3 		$405K Sell
9,246
-424
-4% -$16.3K 0.02% 488
2020
Q2 		$280K Sell
9,670
-10,165
-51% -$306K 0.02% 565
2020
Q1 		$501K Buy
19,835
+8,783
+79% +$284K 0.03% 375
2019
Q4 		$359K Buy
11,052
+3,188
+41% +$105K 0.02% 520
2019
Q3 		$325K Sell
7,864
-1,054
-12% -$43.1K 0.02% 507
2019
Q2 		$311K Sell
8,918
-6,026
-40% -$221K 0.02% 533
2019
Q1 		$491K Sell
14,944
-12,234
-45% -$388K 0.03% 403
2018
Q4 		$772K Sell
27,178
-6,432
-19% -$202K 0.06% 295
2018
Q3 		$956K Buy
33,610
+30,120
+863% +$1.07M 0.06% 263
2018
Q2 		$152K Sell
3,490
-2,144
-38% -$75.2K 0.01% 646
2018
Q1 		$163K Sell
5,634
-1,326
-19% -$38.9K 0.01% 592
2017
Q4 		$167K Sell
6,960
-55,084
-89% -$1.13M 0.01% 588
2017
Q3 		$1.05M Buy
62,044
+20,624
+50% +$360K 0.1% 191
2017
Q2 		$740K Buy
41,420
+2,148
+5% +$36.6K 0.08% 229
2017
Q1 		$587K Buy
39,272
+14,041
+56% +$228K 0.06% 245
2016
Q4 		$411K Buy
25,231
+22,210
+735% +$407K 0.05% 292
2016
Q3 		$69K Buy
3,021
+176
+6% +$3.31K 0.01% 698
2016
Q2 		$49K Buy
2,845
+10
+0.4% +$156 0.01% 817
2016
Q1 		$45K Buy
+2,835
New +$49.7K 0.01% 828

Other funds holding TWTR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's TWTR Position: Q4 2022 in Review

Geneos Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 6,896 shares — an estimated $302K sold.

Geneos Wealth Management first reported a position in TWTR in Q1 2016 and held it in 27 quarters. The position peaked at $1.39M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Geneos Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 6,896 Twitter, Inc. shares in Q4 2022, an estimated $302K.
  • Geneos Wealth Management first reported a position in Twitter, Inc. in Q1 2016 and held it in 27 quarters.
  • Geneos Wealth Management's Twitter, Inc. position peaked at $1.39M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.