Geneos Wealth Management’s CDK Global, Inc. CDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-613	Closed	-$33K	–	2729
2022 Q2	$33K	Sell	613 -31	-5%	-$1.68K	﹤0.01%	1469
2022 Q1	$31K	Hold	644	–	–	﹤0.01%	1598
2021 Q4	$26K	Hold	644	–	–	﹤0.01%	1756
2021 Q3	$27K	Hold	644	–	–	﹤0.01%	1776
2021 Q2	$32K	Sell	644 -909	-59%	-$48.1K	﹤0.01%	1695
2021 Q1	$83K	Hold	1,553	–	–	﹤0.01%	1385
2020 Q4	$34K	Buy	1,553 +1,220	+366%	+$57.9K	﹤0.01%	1656
2020 Q3	$14K	Hold	333	–	–	﹤0.01%	1846
2020 Q2	$13K	Sell	333 -18	-5%	-$693	﹤0.01%	1824
2020 Q1	$11K	Hold	351	–	–	﹤0.01%	1800
2019 Q4	$19K	Hold	351	–	–	﹤0.01%	1718
2019 Q3	$16K	Sell	351 -26	-7%	-$1.25K	﹤0.01%	1722
2019 Q2	$18K	Buy	377 +22	+6%	+$1.18K	﹤0.01%	1698
2019 Q1	$20K	Hold	355	–	–	﹤0.01%	1587
2018 Q4	$16K	Hold	355	–	–	﹤0.01%	1615
2018 Q3	$22K	Sell	355 -11	-3%	-$697	﹤0.01%	1542
2018 Q2	$23K	Hold	366	–	–	﹤0.01%	1396
2018 Q1	$23K	Hold	366	–	–	﹤0.01%	1343
2017 Q4	$26K	Sell	366 -64	-15%	-$4.3K	﹤0.01%	1289
2017 Q3	$27K	Sell	430 -300	-41%	-$18.9K	﹤0.01%	1215
2017 Q2	$45K	Sell	730 -27	-4%	-$1.69K	﹤0.01%	966
2017 Q1	$49K	Sell	757 -597	-44%	-$38.2K	0.01%	895
2016 Q4	$80K	Buy	1,354 +9	+0.7%	+$515	0.01%	677
2016 Q3	$77K	Sell	1,345 -71	-5%	-$4.08K	0.01%	667
2016 Q2	$79K	Hold	1,416	–	–	0.01%	659
2016 Q1	$65K	Buy	+1,416	New	+$63K	0.01%	718

Other funds holding CDK

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

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

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

Geneos Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 613 shares — an estimated $33K sold.

Geneos Wealth Management first reported a position in CDK in Q1 2016 and held it in 26 quarters. The position peaked at $83K in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Geneos Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 613 CDK Global, Inc. shares in Q3 2022, an estimated $33K.
Geneos Wealth Management first reported a position in CDK Global, Inc. in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's CDK Global, Inc. position peaked at $83K in Q1 2021.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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