Geneos Wealth Management’s XPEL XPEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000	Closed	-$15K	–	2699
2020 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1757
2020 Q1	$10K	Buy	+1,000	New	+$13.6K	﹤0.01%	1836

Other funds holding XPEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AWW

Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

ICM

ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geneos Wealth Management's XPEL Position: Q3 2020 in Review

Geneos Wealth Management sold out of XPEL (XPEL) in Q3 2020, closing a stake of 1,000 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in XPEL in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q2 2020. 72 funds tracked by Wall St. Rank hold XPEL as of Q3 2020.

Geneos Wealth Management reported no remaining XPEL position as of Q3 2020 after selling out during the quarter.
Geneos Wealth Management sold 1,000 XPEL shares in Q3 2020, an estimated $15K.
Geneos Wealth Management first reported a position in XPEL in Q1 2020 and held it in 2 quarters.
Geneos Wealth Management's XPEL position peaked at $15K in Q2 2020.
72 funds tracked by Wall St. Rank held XPEL as of Q3 2020.

Based on Geneos Wealth Management's 13F filing for Q3 2020, filed 7 Sep 2021.