Independent Advisor Alliance’s Genius Group GNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,296
Closed -$6.38K 730
2024
Q2
$6.38K Hold
2,296
﹤0.01% 701
2024
Q1
$11K Buy
+2,296
New +$9.17K ﹤0.01% 698

Other funds holding GNS

Independent Advisor Alliance's GNS Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Genius Group (GNS) in Q3 2024, closing a stake of 2,296 shares — an estimated $6.38K sold.

Independent Advisor Alliance first reported a position in GNS in Q1 2024 and held it in 2 quarters. The position peaked at $11K in Q1 2024. 8 funds tracked by Wall St. Rank hold GNS as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Genius Group position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,296 Genius Group shares in Q3 2024, an estimated $6.38K.
  • Independent Advisor Alliance first reported a position in Genius Group in Q1 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Genius Group position peaked at $11K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Genius Group as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.