Geneos Wealth Management
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Geneos Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Geneos Wealth Management’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-57
Closed -$1K – 2635
2022
Q2 		$1K Hold
57
– – ﹤0.01% 2560
2022
Q1 		$2K Buy
+57
New +$2.15K ﹤0.01% 2586

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $532M AUM 7.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Cowen and Company
Cowen and Company New York $2.97B AUM 105.25% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Geneos Wealth Management's BNT Position: Q3 2022 in Review

Geneos Wealth Management sold out of Brookfield Wealth Solutions (BNT) in Q3 2022, closing a stake of 57 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in BNT in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 116 funds tracked by Wall St. Rank hold BNT as of Q3 2022.

  • Geneos Wealth Management reported no remaining Brookfield Wealth Solutions position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 57 Brookfield Wealth Solutions shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Brookfield Wealth Solutions in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's Brookfield Wealth Solutions position peaked at $2K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.