GWM
AEL

Geneos Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Geneos Wealth Management’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-151
Closed -$3K – 2158
2016
Q4 		$3K Hold
151
– – ﹤0.01% 1800
2016
Q3 		$2K Buy
+151
New +$2.49K ﹤0.01% 1829

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's AEL Position: Q1 2017 in Review

Geneos Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2017, closing a stake of 151 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in AEL in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 226 funds tracked by Wall St. Rank hold AEL as of Q1 2017.

  • Geneos Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 151 American Equity Investment Life Holding Company shares in Q1 2017, an estimated $3K.
  • Geneos Wealth Management first reported a position in American Equity Investment Life Holding Company in Q3 2016 and held it in 2 quarters.
  • Geneos Wealth Management's American Equity Investment Life Holding Company position peaked at $3K in Q4 2016.
  • 226 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.