GWM
BEAT

Geneos Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History

Geneos Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$3K – 2517
2018
Q3 		$3K Buy
+50
New +$2.79K ﹤0.01% 2231

Other funds holding BEAT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geneos Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in BEAT in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 281 funds tracked by Wall St. Rank hold BEAT as of Q4 2018.

  • Geneos Wealth Management reported no remaining BioTelemetry, Inc. position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 50 BioTelemetry, Inc. shares in Q4 2018, an estimated $3K.
  • Geneos Wealth Management first reported a position in BioTelemetry, Inc. in Q3 2018 and held it in 1 quarter.
  • Geneos Wealth Management's BioTelemetry, Inc. position peaked at $3K in Q3 2018.
  • 281 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2018.

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