GWM
BANX

Geneos Wealth Management’s ArrowMark Financial BANX Stock Holding History

Geneos Wealth Management’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$11K – 2386
2018
Q3 		$11K Hold
500
– – ﹤0.01% 1799
2018
Q2 		$11K Buy
+500
New +$11K ﹤0.01% 1668

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Geneos Wealth Management's BANX Position: Q4 2018 in Review

Geneos Wealth Management sold out of ArrowMark Financial (BANX) in Q4 2018, closing a stake of 500 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in BANX in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 34 funds tracked by Wall St. Rank hold BANX as of Q4 2018.

  • Geneos Wealth Management reported no remaining ArrowMark Financial position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 500 ArrowMark Financial shares in Q4 2018, an estimated $11K.
  • Geneos Wealth Management first reported a position in ArrowMark Financial in Q2 2018 and held it in 2 quarters.
  • Geneos Wealth Management's ArrowMark Financial position peaked at $11K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.