GWM
BNFT

Geneos Wealth Management’s Benefitfocus, Inc. BNFT Stock Holding History

Geneos Wealth Management’s Portfolio BNFT Stock Details BNFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40
Closed -$1K – 2096
2016
Q3 		$1K Hold
40
– – ﹤0.01% 1952
2016
Q2 		$1K Hold
40
– – ﹤0.01% 1788
2016
Q1 		$1K Buy
+40
New +$1.19K ﹤0.01% 1772

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FCM
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Vanguard Group
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Artisan Partners
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WRCM
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PCM
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OMC
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Geneos Wealth Management's BNFT Position: Q4 2016 in Review

Geneos Wealth Management sold out of Benefitfocus, Inc. (BNFT) in Q4 2016, closing a stake of 40 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in BNFT in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 99 funds tracked by Wall St. Rank hold BNFT as of Q4 2016.

  • Geneos Wealth Management reported no remaining Benefitfocus, Inc. position as of Q4 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 40 Benefitfocus, Inc. shares in Q4 2016, an estimated $1K.
  • Geneos Wealth Management first reported a position in Benefitfocus, Inc. in Q1 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Benefitfocus, Inc. position peaked at $1K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q4 2016.

Based on Geneos Wealth Management's 13F filing for Q4 2016, filed 7 Sep 2021.