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Geneos Wealth Management’s Ternium TX Stock Holding History

Geneos Wealth Management’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-179
Closed -$5.47K – 2099
2022
Q4 		$5.47K Buy
+179
New +$5.35K ﹤0.01% 1687
2022
Q3 		– Sell
-100
Closed -$3K – 2557
2022
Q2 		$3K Sell
100
-47
-32% -$2K ﹤0.01% 2333
2022
Q1 		$6K Buy
+147
New +$6.26K ﹤0.01% 2295

Other funds holding TX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

Geneos Wealth Management sold out of Ternium (TX) in Q1 2023, closing a stake of 179 shares — an estimated $5.47K sold.

Geneos Wealth Management first reported a position in TX in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 147 funds tracked by Wall St. Rank hold TX as of Q1 2023.

  • Geneos Wealth Management reported no remaining Ternium position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 179 Ternium shares in Q1 2023, an estimated $5.47K.
  • Geneos Wealth Management first reported a position in Ternium in Q1 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Ternium position peaked at $6K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Ternium as of Q1 2023.

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