GWM
AIMC

Geneos Wealth Management’s Altra Industrial Motion Corp AIMC Stock Holding History

Geneos Wealth Management’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46
Closed -$2.75K – 2127
2022
Q4 		$2.75K Hold
46
– – ﹤0.01% 1831
2022
Q3 		$1K Hold
46
– – ﹤0.01% 1989
2022
Q2 		$1K Hold
46
– – ﹤0.01% 2572
2022
Q1 		$1K Hold
46
– – ﹤0.01% 2730
2021
Q4 		$2K Hold
46
– – ﹤0.01% 2631
2021
Q3 		$2K Buy
46
+2
+5% +$119 ﹤0.01% 2690
2021
Q2 		$2K Sell
44
-47
-52% -$2.99K ﹤0.01% 2709
2021
Q1 		$5K Hold
91
– – ﹤0.01% 2687
2020
Q4 		$2K Buy
91
+46
+102% +$2.27K ﹤0.01% 2745
2020
Q3 		$1K Buy
45
+1
+2% +$37 ﹤0.01% 2601
2020
Q2 		$1K Buy
+44
New +$1.16K ﹤0.01% 2538
2020
Q1 		– Sell
-44
Closed -$1K – 2640
2019
Q4 		$1K Hold
44
– – ﹤0.01% 2524
2019
Q3 		$1K Hold
44
– – ﹤0.01% 2464
2019
Q2 		$1K Hold
44
– – ﹤0.01% 2468
2019
Q1 		$1K Hold
44
– – ﹤0.01% 2380
2018
Q4 		$1K Buy
+44
New +$1.43K ﹤0.01% 2357

Other funds holding AIMC

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's AIMC Position: Q1 2023 in Review

Geneos Wealth Management sold out of Altra Industrial Motion Corp (AIMC) in Q1 2023, closing a stake of 46 shares — an estimated $2.75K sold.

Geneos Wealth Management first reported a position in AIMC in Q4 2018 and held it in 16 quarters. The position peaked at $5K in Q1 2021. 3 funds tracked by Wall St. Rank hold AIMC as of Q1 2023.

  • Geneos Wealth Management reported no remaining Altra Industrial Motion Corp position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 46 Altra Industrial Motion Corp shares in Q1 2023, an estimated $2.75K.
  • Geneos Wealth Management first reported a position in Altra Industrial Motion Corp in Q4 2018 and held it in 16 quarters.
  • Geneos Wealth Management's Altra Industrial Motion Corp position peaked at $5K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.