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Genesis Private Wealth’s Spotify SPOT Stock Holding History

Genesis Private Wealth’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Sell
552
-38
-6% -$18.1K 0.07% 157
2026
Q1 		$286K Buy
590
+66
+13% +$33.1K 0.09% 132
2025
Q4 		$304K Sell
524
-50
-9% -$31.3K 0.09% 122
2025
Q3 		$401K Sell
574
-245
-30% -$171K 0.17% 72
2025
Q2 		$628K Sell
819
-121
-13% -$77.7K 0.3% 45
2025
Q1 		$517K Buy
940
+70
+8% +$39.1K 0.27% 48
2024
Q4 		$389K Buy
+870
New +$373K 0.21% 59

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return