GWM
XM

Geneos Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Geneos Wealth Management’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$892 – 2136
2023
Q1 		$892 Hold
50
– – ﹤0.01% 2001
2022
Q4 		$519 Hold
50
– – ﹤0.01% 2014
2022
Q3 		$0 Hold
50
– – ﹤0.01% 2705
2022
Q2 		$0 Hold
50
– – ﹤0.01% 2849
2022
Q1 		$1K Hold
50
– – ﹤0.01% 2729
2021
Q4 		$1K Hold
50
– – ﹤0.01% 2746
2021
Q3 		$2K Hold
50
– – ﹤0.01% 2689
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2824
2021
Q1 		$1K Buy
+50
New +$2.03K ﹤0.01% 3091

Other funds holding XM

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

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

Geneos Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 50 shares — an estimated $892 sold.

Geneos Wealth Management first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

  • Geneos Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $892.
  • Geneos Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
  • Geneos Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $2K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

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