Geneos Wealth Management’s Canon, Inc. CAJ Stock Holding History

Geneos Wealth Management’s Portfolio CAJ Stock Details CAJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-138	Closed	-$4.54K	–	2990
2024 Q3	$4.54K	Buy	+138	New	+$4.54K	﹤0.01%	2099
2022 Q1	–	Sell	-60	Closed	-$1K	–	3049
2021 Q4	$1K	Sell	60 -30	-33%	-$706	﹤0.01%	2749
2021 Q3	$2K	Hold	90	–	–	﹤0.01%	2691
2021 Q2	$2K	Hold	90	–	–	﹤0.01%	2710
2021 Q1	$2K	Hold	90	–	–	﹤0.01%	2966
2020 Q4	$2K	Hold	90	–	–	﹤0.01%	2746
2020 Q3	$1K	Hold	90	–	–	﹤0.01%	2602
2020 Q2	$1K	Hold	90	–	–	﹤0.01%	2539
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	2446
2019 Q4	$2K	Hold	90	–	–	﹤0.01%	2415
2019 Q3	$2K	Hold	90	–	–	﹤0.01%	2345
2019 Q2	$2K	Hold	90	–	–	﹤0.01%	2356
2019 Q1	$2K	Sell	90 -150	-63%	-$4.29K	﹤0.01%	2278
2018 Q4	$6K	Buy	240 +150	+167%	+$4.35K	﹤0.01%	1960
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	2296
2018 Q2	$2K	Hold	90	–	–	﹤0.01%	2148
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	1993
2017 Q4	$3K	Sell	90 -82	-48%	-$3.07K	﹤0.01%	1980
2017 Q3	$5K	Hold	172	–	–	﹤0.01%	1780
2017 Q2	$5K	Hold	172	–	–	﹤0.01%	1747
2017 Q1	$5K	Buy	+172	New	+$5.1K	﹤0.01%	1705

Other funds holding CAJ

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $1.91B AUM 19% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return