GWM
BOKF icon

Geneos Wealth Management’s BOK Financial BOKF Stock Holding History

Geneos Wealth Management’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-600
Closed -$46K – 2074
2022
Q2 		$46K Hold
600
– – ﹤0.01% 1311
2022
Q1 		$56K Hold
600
– – ﹤0.01% 1330
2021
Q4 		$63K Buy
+600
New +$61.6K ﹤0.01% 1372
2021
Q2 		– Sell
-369
Closed -$32K – 2876
2021
Q1 		$32K Buy
+369
New +$31.3K ﹤0.01% 1843

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Geneos Wealth Management sold out of BOK Financial (BOKF) in Q3 2022, closing a stake of 600 shares — an estimated $46K sold.

Geneos Wealth Management first reported a position in BOKF in Q1 2021 and held it in 4 quarters. The position peaked at $63K in Q4 2021. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2022.

  • Geneos Wealth Management reported no remaining BOK Financial position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 600 BOK Financial shares in Q3 2022, an estimated $46K.
  • Geneos Wealth Management first reported a position in BOK Financial in Q1 2021 and held it in 4 quarters.
  • Geneos Wealth Management's BOK Financial position peaked at $63K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2022.

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