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Genesis Wealth Advisors’s Exelon EXC Stock Holding History

Genesis Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$5.51K Hold
245
– – ﹤0.01% 398
2015
Q1 		$5.76K Hold
245
– – ﹤0.01% 381
2014
Q4 		$6.05K Buy
+245
New +$6.29K ﹤0.01% 411

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genesis Wealth Advisors's EXC Position: Q2 2015 in Review

Genesis Wealth Advisors held its Exelon (EXC) position steady in Q2 2015 at 245 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Genesis Wealth Advisors first reported a position in EXC in Q4 2014 and has held it in 3 quarters since. The position peaked at $6.05K in Q4 2014. 732 funds tracked by Wall St. Rank hold EXC as of Q2 2015.

  • Genesis Wealth Advisors held 245 shares of Exelon worth $5.51K as of Q2 2015.
  • Genesis Wealth Advisors left its Exelon share count unchanged in Q2 2015.
  • Exelon made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #398 holding.
  • Genesis Wealth Advisors first reported a position in Exelon in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Exelon position peaked at $6.05K in Q4 2014.
  • 732 funds tracked by Wall St. Rank held Exelon as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.