GWM
ZEPP

Geneos Wealth Management’s Zepp Health ZEPP Stock Holding History

Geneos Wealth Management’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-147
Closed -$6K – 2915
2021
Q2 		$6K Hold
147
– – ﹤0.01% 2415
2021
Q1 		$6K Hold
147
– – ﹤0.01% 2620
2020
Q4 		$6K Buy
+147
New +$7.33K ﹤0.01% 2436

Other funds holding ZEPP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's ZEPP Position: Q3 2021 in Review

Geneos Wealth Management sold out of Zepp Health (ZEPP) in Q3 2021, closing a stake of 147 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in ZEPP in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 51 funds tracked by Wall St. Rank hold ZEPP as of Q3 2021.

  • Geneos Wealth Management reported no remaining Zepp Health position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 147 Zepp Health shares in Q3 2021, an estimated $6K.
  • Geneos Wealth Management first reported a position in Zepp Health in Q4 2020 and held it in 3 quarters.
  • Geneos Wealth Management's Zepp Health position peaked at $6K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Zepp Health as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.