Geneos Wealth Management’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-540	Closed	-$20K	–	2671
2022 Q2	$20K	Hold	540	–	–	﹤0.01%	1690
2022 Q1	$22K	Buy	+540	New	+$28.7K	﹤0.01%	1769
2021 Q3	–	Sell	-540	Closed	-$31K	–	2922
2021 Q2	$31K	Buy	+540	New	+$28.8K	﹤0.01%	1706

Other funds holding VIA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Geneos Wealth Management's VIA Position: Q3 2022 in Review

Geneos Wealth Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q3 2022, closing a stake of 540 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in VIA in Q2 2021 and held it in 3 quarters. The position peaked at $31K in Q2 2021. 62 funds tracked by Wall St. Rank hold VIA as of Q3 2022.

Geneos Wealth Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 540 Via Renewables, Inc. Class A Common Stock shares in Q3 2022, an estimated $20K.
Geneos Wealth Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2021 and held it in 3 quarters.
Geneos Wealth Management's Via Renewables, Inc. Class A Common Stock position peaked at $31K in Q2 2021.
62 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.