Geneos Wealth Management’s Bankunited BKU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-101	Closed	-$4K	–	2601
2022 Q1	$4K	Hold	101	–	–	﹤0.01%	2381
2021 Q4	$4K	Hold	101	–	–	﹤0.01%	2439
2021 Q3	$4K	Hold	101	–	–	﹤0.01%	2488
2021 Q2	$4K	Hold	101	–	–	﹤0.01%	2491
2021 Q1	$4K	Hold	101	–	–	﹤0.01%	2701
2020 Q4	$4K	Hold	101	–	–	﹤0.01%	2522
2020 Q3	$2K	Hold	101	–	–	﹤0.01%	2383
2020 Q2	$1K	Hold	101	–	–	﹤0.01%	2426
2020 Q1	$1K	Hold	101	–	–	﹤0.01%	2342
2019 Q4	$3K	Hold	101	–	–	﹤0.01%	2280
2019 Q3	$3K	Hold	101	–	–	﹤0.01%	2202
2019 Q2	$3K	Hold	101	–	–	﹤0.01%	2200
2019 Q1	$3K	Sell	101 -252	-71%	-$8.69K	﹤0.01%	2133
2018 Q4	$10K	Sell	353 -97	-22%	-$3.16K	﹤0.01%	1773
2018 Q3	$15K	Buy	450 +349	+346%	+$13.7K	﹤0.01%	1696
2018 Q2	$4K	Hold	101	–	–	﹤0.01%	1953
2018 Q1	$4K	Hold	101	–	–	﹤0.01%	1883
2017 Q4	$4K	Hold	101	–	–	﹤0.01%	1858
2017 Q3	$3K	Hold	101	–	–	﹤0.01%	1870
2017 Q2	$3K	Hold	101	–	–	﹤0.01%	1830
2017 Q1	$3K	Sell	101 -173	-63%	-$6.58K	﹤0.01%	1790
2016 Q4	$10K	Hold	274	–	–	﹤0.01%	1420
2016 Q3	$8K	Buy	274 +173	+171%	+$5.3K	﹤0.01%	1430
2016 Q2	$3K	Hold	101	–	–	﹤0.01%	1606
2016 Q1	$3K	Buy	+101	New	+$3.38K	﹤0.01%	1591

Other funds holding BKU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geneos Wealth Management's BKU Position: Q2 2022 in Review

Geneos Wealth Management sold out of Bankunited (BKU) in Q2 2022, closing a stake of 101 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in BKU in Q1 2016 and held it in 25 quarters. The position peaked at $15K in Q3 2018. 211 funds tracked by Wall St. Rank hold BKU as of Q2 2022.

Geneos Wealth Management reported no remaining Bankunited position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 101 Bankunited shares in Q2 2022, an estimated $4K.
Geneos Wealth Management first reported a position in Bankunited in Q1 2016 and held it in 25 quarters.
Geneos Wealth Management's Bankunited position peaked at $15K in Q3 2018.
211 funds tracked by Wall St. Rank held Bankunited as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.