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Geneos Wealth Management’s Bank of Hawaii BOH Stock Holding History

Geneos Wealth Management’s Portfolio BOH Stock Details BOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$19.9K – 2103
2023
Q3 		$19.9K Hold
400
– – ﹤0.01% 1372
2023
Q2 		$16.5K Buy
+400
New +$17.7K ﹤0.01% 1433
2016
Q4 		– Sell
-25
Closed -$1K – 2053
2016
Q3 		$1K Hold
25
– – ﹤0.01% 1857
2016
Q2 		$1K Hold
25
– – ﹤0.01% 1725
2016
Q1 		$1K Buy
+25
New +$1.57K ﹤0.01% 1709

Other funds holding BOH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's BOH Position: Q4 2023 in Review

Geneos Wealth Management sold out of Bank of Hawaii (BOH) in Q4 2023, closing a stake of 400 shares — an estimated $19.9K sold.

Geneos Wealth Management first reported a position in BOH in Q1 2016 and held it in 5 quarters. The position peaked at $19.9K in Q3 2023. 266 funds tracked by Wall St. Rank hold BOH as of Q4 2023.

  • Geneos Wealth Management reported no remaining Bank of Hawaii position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 400 Bank of Hawaii shares in Q4 2023, an estimated $19.9K.
  • Geneos Wealth Management first reported a position in Bank of Hawaii in Q1 2016 and held it in 5 quarters.
  • Geneos Wealth Management's Bank of Hawaii position peaked at $19.9K in Q3 2023.
  • 266 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.