GWM
AD

Geneos Wealth Management’s Array Digital Infrastructure AD Stock Holding History

Geneos Wealth Management’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-53
Closed -$1K – 2139
2017
Q1 		$1K Sell
53
-9
-15% -$370 ﹤0.01% 2024
2016
Q4 		$2K Hold
62
– – ﹤0.01% 1899
2016
Q3 		$2K Buy
+62
New +$2.39K ﹤0.01% 1817

Other funds holding AD

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's AD Position: Q2 2017 in Review

Geneos Wealth Management sold out of Array Digital Infrastructure (AD) in Q2 2017, closing a stake of 53 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in AD in Q3 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 107 funds tracked by Wall St. Rank hold AD as of Q2 2017.

  • Geneos Wealth Management reported no remaining Array Digital Infrastructure position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 53 Array Digital Infrastructure shares in Q2 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in Array Digital Infrastructure in Q3 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Array Digital Infrastructure position peaked at $2K in Q4 2016.
  • 107 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.