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Geneos Wealth Management’s American Resources Corp AREC Stock Holding History

Geneos Wealth Management’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,000
Closed -$6.68K – 2097
2023
Q3 		$6.68K Buy
+4,000
New +$6.39K ﹤0.01% 1662

Other funds holding AREC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geneos Wealth Management's AREC Position: Q4 2023 in Review

Geneos Wealth Management sold out of American Resources Corp (AREC) in Q4 2023, closing a stake of 4,000 shares — an estimated $6.68K sold.

Geneos Wealth Management first reported a position in AREC in Q3 2023 and held it in 1 quarter. The position peaked at $6.68K in Q3 2023. 39 funds tracked by Wall St. Rank hold AREC as of Q4 2023.

  • Geneos Wealth Management reported no remaining American Resources Corp position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 4,000 American Resources Corp shares in Q4 2023, an estimated $6.68K.
  • Geneos Wealth Management first reported a position in American Resources Corp in Q3 2023 and held it in 1 quarter.
  • Geneos Wealth Management's American Resources Corp position peaked at $6.68K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held American Resources Corp as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.