Geneos Wealth Management’s Vroom Inc VRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-59	Closed	-$4.23K	–	2121
2023 Q1	$4.23K	Hold	59	–	–	﹤0.01%	1771
2022 Q4	$4.79K	Hold	59	–	–	﹤0.01%	1716
2022 Q3	$5K	Sell	59 -29	-33%	-$3.87K	﹤0.01%	1708
2022 Q2	$8K	Hold	88	–	–	﹤0.01%	2057
2022 Q1	$18K	Sell	88 -630	-88%	-$299K	﹤0.01%	1866
2021 Q4	$619K	Buy	+718	New	+$967K	0.02%	513
2020 Q4	–	Sell	-2	Closed	-$6K	–	3011
2020 Q3	$6K	Buy	+2	New	+$8.92K	﹤0.01%	2140

Other funds holding VRM

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

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

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Geneos Wealth Management's VRM Position: Q2 2023 in Review

Geneos Wealth Management sold out of Vroom Inc (VRM) in Q2 2023, closing a stake of 59 shares — an estimated $4.23K sold.

Geneos Wealth Management first reported a position in VRM in Q3 2020 and held it in 7 quarters. The position peaked at $619K in Q4 2021. 96 funds tracked by Wall St. Rank hold VRM as of Q2 2023.

Geneos Wealth Management reported no remaining Vroom Inc position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 59 Vroom Inc shares in Q2 2023, an estimated $4.23K.
Geneos Wealth Management first reported a position in Vroom Inc in Q3 2020 and held it in 7 quarters.
Geneos Wealth Management's Vroom Inc position peaked at $619K in Q4 2021.
96 funds tracked by Wall St. Rank held Vroom Inc as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.