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Geneos Wealth Management’s Addus HomeCare ADUS Stock Holding History

Geneos Wealth Management’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20
Closed -$1K – 2882
2020
Q3 		$1K Buy
+20
New +$1.87K ﹤0.01% 2479

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Geneos Wealth Management's ADUS Position: Q4 2020 in Review

Geneos Wealth Management sold out of Addus HomeCare (ADUS) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in ADUS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 204 funds tracked by Wall St. Rank hold ADUS as of Q4 2020.

  • Geneos Wealth Management reported no remaining Addus HomeCare position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 20 Addus HomeCare shares in Q4 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in Addus HomeCare in Q3 2020 and held it in 1 quarter.
  • Geneos Wealth Management's Addus HomeCare position peaked at $1K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.