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Bernadett Horvath

@Guinness Atkinson Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$196.099MTotal holdings85
Assets growth rate-4.6%Assets growth rate (2-Q avg)-1.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guinness Atkinson Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Guinness Atkinson Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 196.099M in assets, with a quarterly growth rate of -4.6% and a 2-quarter average growth rate of -1.98%. The portfolio is managed by Bernadett Horvath, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
THRMGentherm Inc
Recent Activity
Decreased -15.67%
0.31%
$603,585
15,118 shares@ $39.93 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.23%
0.29%
$565,455
3,904 shares@ $144.84 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Decreased -14.24%
0.29%
$561,310
6,620 shares@ $84.8 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.81%
0.28%
$530,643
4,933 shares@ $107.58 avg price
TSLATesla Inc
Recent Activity
Decreased -24.51%
0.25%
$472,493
1,170 shares@ $403.85 avg price
COPConocophillips
Recent Activity
Decreased -0.24%
0.23%
$448,348
4,521 shares@ $99.18 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -0.24%
0.22%
$421,220
15,373 shares@ $27.4 avg price
SUSuncor Energy Inc New
Recent Activity
Decreased -0.24%
0.21%
$402,106
11,265 shares@ $35.7 avg price
AMRCAmeresco Inc
Recent Activity
Decreased -6.45%
0.21%
$397,071
16,911 shares@ $23.49 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -24.26%
0.21%
$392,534
1,242 shares@ $316.05 avg price