Geneos Wealth Management’s ZipRecruiter ZIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-436	Closed	-$5.23K	–	2188
2023 Q3	$5.23K	Hold	436	–	–	﹤0.01%	1735
2023 Q2	$7.74K	Hold	436	–	–	﹤0.01%	1640
2023 Q1	$6.95K	Hold	436	–	–	﹤0.01%	1646
2022 Q4	$7.16K	Hold	436	–	–	﹤0.01%	1622
2022 Q3	$7K	Hold	436	–	–	﹤0.01%	1631
2022 Q2	$6K	Hold	436	–	–	﹤0.01%	2148
2022 Q1	$10K	Buy	+436	New	+$9.46K	﹤0.01%	2109

Other funds holding ZIP

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management's ZIP Position: Q4 2023 in Review

Geneos Wealth Management sold out of ZipRecruiter (ZIP) in Q4 2023, closing a stake of 436 shares — an estimated $5.23K sold.

Geneos Wealth Management first reported a position in ZIP in Q1 2022 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 147 funds tracked by Wall St. Rank hold ZIP as of Q4 2023.

Geneos Wealth Management reported no remaining ZipRecruiter position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 436 ZipRecruiter shares in Q4 2023, an estimated $5.23K.
Geneos Wealth Management first reported a position in ZipRecruiter in Q1 2022 and held it in 7 quarters.
Geneos Wealth Management's ZipRecruiter position peaked at $10K in Q1 2022.
147 funds tracked by Wall St. Rank held ZipRecruiter as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.