GWM
BAND

Geneos Wealth Management’s Bandwidth Inc BAND Stock Holding History

Geneos Wealth Management’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-101
Closed -$13K – 2866
2021
Q1 		$13K Sell
101
-8
-7% -$1.24K ﹤0.01% 2256
2020
Q4 		$12K Buy
+109
New +$18K ﹤0.01% 2135

Other funds holding BAND

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geneos Wealth Management's BAND Position: Q2 2021 in Review

Geneos Wealth Management sold out of Bandwidth Inc (BAND) in Q2 2021, closing a stake of 101 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in BAND in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 232 funds tracked by Wall St. Rank hold BAND as of Q2 2021.

  • Geneos Wealth Management reported no remaining Bandwidth Inc position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 101 Bandwidth Inc shares in Q2 2021, an estimated $13K.
  • Geneos Wealth Management first reported a position in Bandwidth Inc in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Bandwidth Inc position peaked at $13K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Bandwidth Inc as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.