Geneos Wealth Management’s Bed Bath & Beyond Inc BBBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,258	Closed	-$12K	–	2601
2019 Q3	$12K	Hold	1,258	–	–	﹤0.01%	1830
2019 Q2	$14K	Hold	1,258	–	–	﹤0.01%	1800
2019 Q1	$21K	Hold	1,258	–	–	﹤0.01%	1553
2018 Q4	$14K	Sell	1,258 -25	-2%	-$327	﹤0.01%	1677
2018 Q3	$19K	Hold	1,283	–	–	﹤0.01%	1607
2018 Q2	$25K	Hold	1,283	–	–	﹤0.01%	1363
2018 Q1	$26K	Sell	1,283 -8,310	-87%	-$184K	﹤0.01%	1289
2017 Q4	$210K	Buy	9,593 +8,300	+642%	+$180K	0.02%	520
2017 Q3	$30K	Buy	1,293 +25	+2%	+$700	﹤0.01%	1179
2017 Q2	$38K	Hold	1,268	–	–	﹤0.01%	1041
2017 Q1	$50K	Sell	1,268 -32	-2%	-$1.28K	0.01%	889
2016 Q4	$52K	Hold	1,300	–	–	0.01%	828
2016 Q3	$56K	Hold	1,300	–	–	0.01%	778
2016 Q2	$56K	Hold	1,300	–	–	0.01%	777
2016 Q1	$64K	Buy	+1,300	New	+$60.9K	0.01%	723

Other funds holding BBBY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's BBBY Position: Q4 2019 in Review

Geneos Wealth Management sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2019, closing a stake of 1,258 shares — an estimated $12K sold.

Geneos Wealth Management first reported a position in BBBY in Q1 2016 and held it in 15 quarters. The position peaked at $210K in Q4 2017. 294 funds tracked by Wall St. Rank hold BBBY as of Q4 2019.

Geneos Wealth Management reported no remaining Bed Bath & Beyond Inc position as of Q4 2019 after selling out during the quarter.
Geneos Wealth Management sold 1,258 Bed Bath & Beyond Inc shares in Q4 2019, an estimated $12K.
Geneos Wealth Management first reported a position in Bed Bath & Beyond Inc in Q1 2016 and held it in 15 quarters.
Geneos Wealth Management's Bed Bath & Beyond Inc position peaked at $210K in Q4 2017.
294 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.