Geneos Wealth Management’s Weibo WB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-50	Closed	-$2K	–	2886
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	2681
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	2698
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	2947
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	2735
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	2586
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	2523
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	2436
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	2407
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	2333
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	2344
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	2191
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	2244
2018 Q3	$3K	Buy	50 +20	+67%	+$1.61K	﹤0.01%	2215
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	2141
2018 Q1	$3K	Sell	30 -20	-40%	-$2.55K	﹤0.01%	1980
2017 Q4	$5K	Hold	50	–	–	﹤0.01%	1838
2017 Q3	$4K	Buy	50 +25	+100%	+$2.2K	﹤0.01%	1847
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	2039
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	2030
2016 Q4	$1K	Buy	+25	New	+$1.19K	﹤0.01%	2007

Other funds holding WB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's WB Position: Q4 2021 in Review

Geneos Wealth Management sold out of Weibo (WB) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in WB in Q4 2016 and held it in 20 quarters. The position peaked at $5K in Q4 2017. 168 funds tracked by Wall St. Rank hold WB as of Q4 2021.

Geneos Wealth Management reported no remaining Weibo position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 50 Weibo shares in Q4 2021, an estimated $2K.
Geneos Wealth Management first reported a position in Weibo in Q4 2016 and held it in 20 quarters.
Geneos Wealth Management's Weibo position peaked at $5K in Q4 2017.
168 funds tracked by Wall St. Rank held Weibo as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.