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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 $5.71B AUM 72.37% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geneos Wealth Management's BV Position: Q3 2020 in Review

Geneos Wealth Management sold out of BrightView Holdings (BV) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in BV in Q3 2018 and held it in 8 quarters. The position peaked at $4K in Q1 2019. 111 funds tracked by Wall St. Rank hold BV as of Q3 2020.

  • Geneos Wealth Management reported no remaining BrightView Holdings position as of Q3 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 100 BrightView Holdings shares in Q3 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in BrightView Holdings in Q3 2018 and held it in 8 quarters.
  • Geneos Wealth Management's BrightView Holdings position peaked at $4K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2020.

Based on Geneos Wealth Management's 13F filing for Q3 2020, filed 7 Sep 2021.