Geneos Wealth Management’s The ExOne Company XONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,045	Closed	-$15K	–	2650
2019 Q4	$15K	Hold	2,045	–	–	﹤0.01%	1820
2019 Q3	$17K	Hold	2,045	–	–	﹤0.01%	1696
2019 Q2	$19K	Hold	2,045	–	–	﹤0.01%	1666
2019 Q1	$17K	Hold	2,045	–	–	﹤0.01%	1655
2018 Q4	$13K	Hold	2,045	–	–	﹤0.01%	1708
2018 Q3	$19K	Hold	2,045	–	–	﹤0.01%	1608
2018 Q2	$14K	Hold	2,045	–	–	﹤0.01%	1594
2018 Q1	$14K	Hold	2,045	–	–	﹤0.01%	1541
2017 Q4	$17K	Hold	2,045	–	–	﹤0.01%	1461
2017 Q3	$23K	Sell	2,045 -75	-4%	-$738	﹤0.01%	1276
2017 Q2	$24K	Hold	2,120	–	–	﹤0.01%	1214
2017 Q1	$21K	Buy	+2,120	New	+$21.4K	﹤0.01%	1225
2016 Q4	–	Sell	-75	Closed	-$1K	–	2098
2016 Q3	$1K	Buy	+75	New	+$940	﹤0.01%	1960

Other funds holding XONE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

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

Geneos Wealth Management's XONE Position: Q1 2020 in Review

Geneos Wealth Management sold out of The ExOne Company (XONE) in Q1 2020, closing a stake of 2,045 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in XONE in Q3 2016 and held it in 13 quarters. The position peaked at $24K in Q2 2017. 50 funds tracked by Wall St. Rank hold XONE as of Q1 2020.

Geneos Wealth Management reported no remaining The ExOne Company position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 2,045 The ExOne Company shares in Q1 2020, an estimated $15K.
Geneos Wealth Management first reported a position in The ExOne Company in Q3 2016 and held it in 13 quarters.
Geneos Wealth Management's The ExOne Company position peaked at $24K in Q2 2017.
50 funds tracked by Wall St. Rank held The ExOne Company as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.