Geneos Wealth Management’s Caleres CAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-100	Closed	-$2K	–	2843
2021 Q2	$2K	Buy	+100	New	+$2.51K	﹤0.01%	2640

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Geneos Wealth Management's CAL Position: Q3 2021 in Review

Geneos Wealth Management sold out of Caleres (CAL) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in CAL in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 176 funds tracked by Wall St. Rank hold CAL as of Q3 2021.

Geneos Wealth Management reported no remaining Caleres position as of Q3 2021 after selling out during the quarter.
Geneos Wealth Management sold 100 Caleres shares in Q3 2021, an estimated $2K.
Geneos Wealth Management first reported a position in Caleres in Q2 2021 and held it in 1 quarter.
Geneos Wealth Management's Caleres position peaked at $2K in Q2 2021.
176 funds tracked by Wall St. Rank held Caleres as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.