Geneos Wealth Management’s Upwork UPWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-100	Closed	-$4K	–	3116
2021 Q1	$4K	Buy	+100	New	+$4.62K	﹤0.01%	2752

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Geneos Wealth Management's UPWK Position: Q2 2021 in Review

Geneos Wealth Management sold out of Upwork (UPWK) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in UPWK in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 269 funds tracked by Wall St. Rank hold UPWK as of Q2 2021.

Geneos Wealth Management reported no remaining Upwork position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 100 Upwork shares in Q2 2021, an estimated $4K.
Geneos Wealth Management first reported a position in Upwork in Q1 2021 and held it in 1 quarter.
Geneos Wealth Management's Upwork position peaked at $4K in Q1 2021.
269 funds tracked by Wall St. Rank held Upwork as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.