Geneos Wealth Management’s Atlas Corp. ATCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-18,869	Closed	-$202K	–	2709
2022 Q2	$202K	Hold	18,869	–	–	0.01%	742
2022 Q1	$276K	Hold	18,869	–	–	0.01%	694
2021 Q4	$267K	Hold	18,869	–	–	0.01%	764
2021 Q3	$287K	Hold	18,869	–	–	0.01%	731
2021 Q2	$269K	Hold	18,869	–	–	0.01%	729
2021 Q1	$260K	Hold	18,869	–	–	0.01%	858
2020 Q4	$269K	Hold	18,869	–	–	0.01%	726
2020 Q3	$164K	Hold	18,869	–	–	0.01%	755
2020 Q2	$136K	Buy	18,869 +2,240	+13%	+$16.3K	0.01%	787
2020 Q1	$141K	Buy	+16,629	New	+$183K	0.01%	732

Other funds holding ATCO

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Geneos Wealth Management sold out of Atlas Corp. (ATCO) in Q3 2022, closing a stake of 18,869 shares — an estimated $202K sold.

Geneos Wealth Management first reported a position in ATCO in Q1 2020 and held it in 10 quarters. The position peaked at $287K in Q3 2021. 187 funds tracked by Wall St. Rank hold ATCO as of Q3 2022.

Geneos Wealth Management reported no remaining Atlas Corp. position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 18,869 Atlas Corp. shares in Q3 2022, an estimated $202K.
Geneos Wealth Management first reported a position in Atlas Corp. in Q1 2020 and held it in 10 quarters.
Geneos Wealth Management's Atlas Corp. position peaked at $287K in Q3 2021.
187 funds tracked by Wall St. Rank held Atlas Corp. as of Q3 2022.

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