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Geneos Wealth Management’s Andersons Inc ANDE Stock Holding History

Geneos Wealth Management’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-178
Closed -$5K – 2022
2022
Q2 		$5K Buy
178
+1
+0.6% +$43 ﹤0.01% 2158
2022
Q1 		$8K Buy
177
+1
+0.6% +$42 ﹤0.01% 2155
2021
Q4 		$6K Buy
176
+1
+0.6% +$35 ﹤0.01% 2332
2021
Q3 		$5K Buy
175
+1
+0.6% +$29 ﹤0.01% 2431
2021
Q2 		$5K Hold
174
– – ﹤0.01% 2427
2021
Q1 		$5K Sell
174
-1,499
-90% -$39.7K ﹤0.01% 2630
2020
Q4 		$48K Buy
1,673
+1,502
+878% +$33.4K ﹤0.01% 1471
2020
Q3 		$3K Buy
171
+2
+1% +$33 ﹤0.01% 2298
2020
Q2 		$2K Buy
169
+2
+1% +$29 ﹤0.01% 2330
2020
Q1 		$2K Buy
167
+1
+0.6% +$21 ﹤0.01% 2227
2019
Q4 		$4K Buy
166
+2
+1% +$44 ﹤0.01% 2215
2019
Q3 		$3K Buy
164
+1
+0.6% +$25 ﹤0.01% 2201
2019
Q2 		$4K Buy
163
+1
+0.6% +$30 ﹤0.01% 2143
2019
Q1 		$5K Buy
162
+1
+0.6% +$35 ﹤0.01% 2021
2018
Q4 		$4K Hold
161
– – ﹤0.01% 2020
2018
Q3 		$6K Buy
161
+1
+0.6% +$38 ﹤0.01% 1999
2018
Q2 		$5K Buy
160
+1
+0.6% +$33 ﹤0.01% 1900
2018
Q1 		$5K Buy
159
+1
+0.6% +$34 ﹤0.01% 1834
2017
Q4 		$4K Hold
158
– – ﹤0.01% 1856
2017
Q3 		$5K Buy
158
+1
+0.6% +$33 ﹤0.01% 1740
2017
Q2 		$5K Buy
157
+1
+0.6% +$36 ﹤0.01% 1703
2017
Q1 		$5K Hold
156
– – ﹤0.01% 1669
2016
Q4 		$6K Buy
156
+1
+0.6% +$39 ﹤0.01% 1554
2016
Q3 		$5K Hold
155
– – ﹤0.01% 1547
2016
Q2 		$5K Buy
155
+1
+0.6% +$33 ﹤0.01% 1498
2016
Q1 		$4K Buy
+154
New +$4.38K ﹤0.01% 1522

Other funds holding ANDE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's ANDE Position: Q3 2022 in Review

Geneos Wealth Management sold out of Andersons Inc (ANDE) in Q3 2022, closing a stake of 178 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in ANDE in Q1 2016 and held it in 26 quarters. The position peaked at $48K in Q4 2020. 199 funds tracked by Wall St. Rank hold ANDE as of Q3 2022.

  • Geneos Wealth Management reported no remaining Andersons Inc position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 178 Andersons Inc shares in Q3 2022, an estimated $5K.
  • Geneos Wealth Management first reported a position in Andersons Inc in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's Andersons Inc position peaked at $48K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Andersons Inc as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.