Geneos Wealth Management’s Zix Corporation ZIXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$7K	–	2918
2021 Q3	$7K	Hold	1,000	–	–	﹤0.01%	2371
2021 Q2	$7K	Hold	1,000	–	–	﹤0.01%	2361
2021 Q1	$7K	Hold	1,000	–	–	﹤0.01%	2570
2020 Q4	$7K	Buy	+1,000	New	+$7.1K	﹤0.01%	2395

Other funds holding ZIXI

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Geneos Wealth Management's ZIXI Position: Q4 2021 in Review

Geneos Wealth Management sold out of Zix Corporation (ZIXI) in Q4 2021, closing a stake of 1,000 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in ZIXI in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 1 fund tracked by Wall St. Rank holds ZIXI as of Q4 2021.

Geneos Wealth Management reported no remaining Zix Corporation position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 1,000 Zix Corporation shares in Q4 2021, an estimated $7K.
Geneos Wealth Management first reported a position in Zix Corporation in Q4 2020 and held it in 4 quarters.
Geneos Wealth Management's Zix Corporation position peaked at $7K in Q3 2021.
1 fund tracked by Wall St. Rank held Zix Corporation as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.