GWM
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Geneos Wealth Management’s BrightView Holdings BV Stock Holding History

Geneos Wealth Management’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$1K – 2636
2020
Q2 		$1K Hold
100
– – ﹤0.01% 2429
2020
Q1 		$1K Hold
100
– – ﹤0.01% 2345
2019
Q4 		$1K Hold
100
– – ﹤0.01% 2439
2019
Q3 		$1K Sell
100
-70
-41% -$1.29K ﹤0.01% 2372
2019
Q2 		$3K Sell
170
-140
-45% -$2.34K ﹤0.01% 2203
2019
Q1 		$4K Hold
310
– – ﹤0.01% 2074
2018
Q4 		$3K Hold
310
– – ﹤0.01% 2094
2018
Q3 		$4K Buy
+310
New +$6.09K ﹤0.01% 2096

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return