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Geneos Wealth Management’s BayCom BCML Stock Holding History

Geneos Wealth Management’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-69
Closed -$1K – 2869
2021
Q1 		$1K Hold
69
– – ﹤0.01% 2987
2020
Q4 		$1K Buy
+69
New +$938 ﹤0.01% 2762

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Geneos Wealth Management sold out of BayCom (BCML) in Q2 2021, closing a stake of 69 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in BCML in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 63 funds tracked by Wall St. Rank hold BCML as of Q2 2021.

  • Geneos Wealth Management reported no remaining BayCom position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 69 BayCom shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in BayCom in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's BayCom position peaked at $1K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held BayCom as of Q2 2021.

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