Geneos Wealth Management’s Broadmark Realty Capital Inc. Common Stock BRMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-380
Closed -$1.79K 2139
2023
Q1
$1.79K Hold
380
﹤0.01% 1923
2022
Q4
$1.35K Hold
380
﹤0.01% 1930
2022
Q3
$1K Hold
380
﹤0.01% 1988
2022
Q2
$2K Hold
380
﹤0.01% 2452
2022
Q1
$3K Buy
+380
New +$3.39K ﹤0.01% 2511

Other funds holding BRMK

Geneos Wealth Management's BRMK Position: Q2 2023 in Review

Geneos Wealth Management sold out of Broadmark Realty Capital Inc. Common Stock (BRMK) in Q2 2023, closing a stake of 380 shares — an estimated $1.79K sold.

Geneos Wealth Management first reported a position in BRMK in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 1 fund tracked by Wall St. Rank holds BRMK as of Q2 2023.

  • Geneos Wealth Management reported no remaining Broadmark Realty Capital Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 380 Broadmark Realty Capital Inc. Common Stock shares in Q2 2023, an estimated $1.79K.
  • Geneos Wealth Management first reported a position in Broadmark Realty Capital Inc. Common Stock in Q1 2022 and held it in 5 quarters.
  • Geneos Wealth Management's Broadmark Realty Capital Inc. Common Stock position peaked at $3K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Broadmark Realty Capital Inc. Common Stock as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.