Geneos Wealth Management’s Affinity Bancshares AFBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-997	Closed	-$11K	–	2488
2019 Q1	$11K	Hold	997	–	–	﹤0.01%	1797
2018 Q4	$12K	Hold	997	–	–	﹤0.01%	1713
2018 Q3	$12K	Hold	997	–	–	﹤0.01%	1772
2018 Q2	$12K	Hold	997	–	–	﹤0.01%	1625
2018 Q1	$12K	Hold	997	–	–	﹤0.01%	1561
2017 Q4	$12K	Hold	997	–	–	﹤0.01%	1555
2017 Q3	$14K	Hold	997	–	–	﹤0.01%	1444
2017 Q2	$14K	Buy	+997	New	+$14.8K	﹤0.01%	1397

Other funds holding AFBI

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's AFBI Position: Q2 2019 in Review

Geneos Wealth Management sold out of Affinity Bancshares (AFBI) in Q2 2019, closing a stake of 997 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in AFBI in Q2 2017 and held it in 8 quarters. The position peaked at $14K in Q3 2017. 13 funds tracked by Wall St. Rank hold AFBI as of Q2 2019.

Geneos Wealth Management reported no remaining Affinity Bancshares position as of Q2 2019 after selling out during the quarter.
Geneos Wealth Management sold 997 Affinity Bancshares shares in Q2 2019, an estimated $11K.
Geneos Wealth Management first reported a position in Affinity Bancshares in Q2 2017 and held it in 8 quarters.
Geneos Wealth Management's Affinity Bancshares position peaked at $14K in Q3 2017.
13 funds tracked by Wall St. Rank held Affinity Bancshares as of Q2 2019.

Based on Geneos Wealth Management's 13F filing for Q2 2019, filed 7 Sep 2021.