Geneos Wealth Management’s CMC Materials, Inc. Common Stock CCMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-80	Closed	-$13K	–	2731
2022 Q2	$13K	Hold	80	–	–	﹤0.01%	1867
2022 Q1	$14K	Hold	80	–	–	﹤0.01%	1962
2021 Q4	$15K	Hold	80	–	–	﹤0.01%	2038
2021 Q3	$10K	Hold	80	–	–	﹤0.01%	2244
2021 Q2	$11K	Hold	80	–	–	﹤0.01%	2185
2021 Q1	$14K	Hold	80	–	–	﹤0.01%	2254
2020 Q4	$14K	Buy	+80	New	+$12K	﹤0.01%	2103

Other funds holding CCMP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Geneos Wealth Management's CCMP Position: Q3 2022 in Review

Geneos Wealth Management sold out of CMC Materials, Inc. Common Stock (CCMP) in Q3 2022, closing a stake of 80 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in CCMP in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 3 funds tracked by Wall St. Rank hold CCMP as of Q3 2022.

Geneos Wealth Management reported no remaining CMC Materials, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 80 CMC Materials, Inc. Common Stock shares in Q3 2022, an estimated $13K.
Geneos Wealth Management first reported a position in CMC Materials, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
Geneos Wealth Management's CMC Materials, Inc. Common Stock position peaked at $15K in Q4 2021.
3 funds tracked by Wall St. Rank held CMC Materials, Inc. Common Stock as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.