Geneos Wealth Management’s Alum Corp of China Ltd ACH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-500	Closed	-$3K	–	2605
2019 Q3	$3K	Hold	500	–	–	﹤0.01%	2269
2019 Q2	$4K	Hold	500	–	–	﹤0.01%	2188
2019 Q1	$4K	Hold	500	–	–	﹤0.01%	2123
2018 Q4	$3K	Hold	500	–	–	﹤0.01%	2157
2018 Q3	$5K	Hold	500	–	–	﹤0.01%	2087
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	1944
2018 Q1	$6K	Hold	500	–	–	﹤0.01%	1830
2017 Q4	$8K	Hold	500	–	–	﹤0.01%	1720
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	1554
2017 Q2	$6K	Hold	500	–	–	﹤0.01%	1699
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	1664
2016 Q4	$5K	Hold	500	–	–	﹤0.01%	1665
2016 Q3	$4K	Hold	500	–	–	﹤0.01%	1662
2016 Q2	$3K	Hold	500	–	–	﹤0.01%	1651
2016 Q1	$4K	Buy	+500	New	+$4.05K	﹤0.01%	1577

Other funds holding ACH

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geneos Wealth Management's ACH Position: Q4 2019 in Review

Geneos Wealth Management sold out of Alum Corp of China Ltd (ACH) in Q4 2019, closing a stake of 500 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in ACH in Q1 2016 and held it in 15 quarters. The position peaked at $11K in Q3 2017. 35 funds tracked by Wall St. Rank hold ACH as of Q4 2019.

Geneos Wealth Management reported no remaining Alum Corp of China Ltd position as of Q4 2019 after selling out during the quarter.
Geneos Wealth Management sold 500 Alum Corp of China Ltd shares in Q4 2019, an estimated $3K.
Geneos Wealth Management first reported a position in Alum Corp of China Ltd in Q1 2016 and held it in 15 quarters.
Geneos Wealth Management's Alum Corp of China Ltd position peaked at $11K in Q3 2017.
35 funds tracked by Wall St. Rank held Alum Corp of China Ltd as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.