Geneos Wealth Management’s Xylo Technologies XYLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-30	Closed	-$2K	–	3153
2020 Q4	$2K	Buy	+30	New	+$2.57K	﹤0.01%	2737

Other funds holding XYLO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's XYLO Position: Q1 2021 in Review

Geneos Wealth Management sold out of Xylo Technologies (XYLO) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in XYLO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 9 funds tracked by Wall St. Rank hold XYLO as of Q1 2021.

Geneos Wealth Management reported no remaining Xylo Technologies position as of Q1 2021 after selling out during the quarter.
Geneos Wealth Management sold 30 Xylo Technologies shares in Q1 2021, an estimated $2K.
Geneos Wealth Management first reported a position in Xylo Technologies in Q4 2020 and held it in 1 quarter.
Geneos Wealth Management's Xylo Technologies position peaked at $2K in Q4 2020.
9 funds tracked by Wall St. Rank held Xylo Technologies as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.