Geneos Wealth Management’s Atlantic Power Corporation AT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5,300	Closed	-$11K	–	2489
2018 Q4	$11K	Hold	5,300	–	–	﹤0.01%	1767
2018 Q3	$11K	Buy	+5,300	New	+$11.5K	﹤0.01%	1830
2017 Q4	–	Sell	-2,000	Closed	-$4K	–	2233
2017 Q3	$4K	Hold	2,000	–	–	﹤0.01%	1865
2017 Q2	$4K	Hold	2,000	–	–	﹤0.01%	1821
2017 Q1	$5K	Hold	2,000	–	–	﹤0.01%	1708
2016 Q4	$5K	Hold	2,000	–	–	﹤0.01%	1669
2016 Q3	$4K	Sell	2,000 -1,400	-41%	-$3.52K	﹤0.01%	1664
2016 Q2	$8K	Hold	3,400	–	–	﹤0.01%	1413
2016 Q1	$8K	Buy	+3,400	New	+$6.47K	﹤0.01%	1401

Other funds holding AT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Geneos Wealth Management's AT Position: Q1 2019 in Review

Geneos Wealth Management sold out of Atlantic Power Corporation (AT) in Q1 2019, closing a stake of 5,300 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in AT in Q1 2016 and held it in 9 quarters. The position peaked at $11K in Q4 2018. 118 funds tracked by Wall St. Rank hold AT as of Q1 2019.

Geneos Wealth Management reported no remaining Atlantic Power Corporation position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 5,300 Atlantic Power Corporation shares in Q1 2019, an estimated $11K.
Geneos Wealth Management first reported a position in Atlantic Power Corporation in Q1 2016 and held it in 9 quarters.
Geneos Wealth Management's Atlantic Power Corporation position peaked at $11K in Q4 2018.
118 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.