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Geneos Wealth Management’s Alto Ingredients ALTO Stock Holding History

Geneos Wealth Management’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,205
Closed -$8K – 2047
2016
Q3 		$8K Buy
1,205
+400
+50% +$2.58K ﹤0.01% 1425
2016
Q2 		$4K Buy
+805
New +$4K ﹤0.01% 1546

Other funds holding ALTO

CIG
Candlewood Investment Group Rye, New York $10.1M AUM 30% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 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 $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's ALTO Position: Q4 2016 in Review

Geneos Wealth Management sold out of Alto Ingredients (ALTO) in Q4 2016, closing a stake of 1,205 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in ALTO in Q2 2016 and held it in 2 quarters. The position peaked at $8K in Q3 2016. 124 funds tracked by Wall St. Rank hold ALTO as of Q4 2016.

  • Geneos Wealth Management reported no remaining Alto Ingredients position as of Q4 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 1,205 Alto Ingredients shares in Q4 2016, an estimated $8K.
  • Geneos Wealth Management first reported a position in Alto Ingredients in Q2 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Alto Ingredients position peaked at $8K in Q3 2016.
  • 124 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2016.

Based on Geneos Wealth Management's 13F filing for Q4 2016, filed 7 Sep 2021.