GWM
CERN

Geneos Wealth Management’s Cerner Corp CERN Stock Holding History

Geneos Wealth Management’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-582
Closed -$54K – 2865
2022
Q1 		$54K Sell
582
-107
-16% -$9.9K ﹤0.01% 1355
2021
Q4 		$63K Sell
689
-129
-16% -$9.82K ﹤0.01% 1376
2021
Q3 		$57K Hold
818
– – ﹤0.01% 1422
2021
Q2 		$64K Sell
818
-425
-34% -$32.7K ﹤0.01% 1369
2021
Q1 		$93K Sell
1,243
-1
-0.1% -$75 ﹤0.01% 1336
2020
Q4 		$90K Sell
1,244
-198
-14% -$14.7K ﹤0.01% 1190
2020
Q3 		$99K Sell
1,442
-212
-13% -$15.1K 0.01% 949
2020
Q2 		$110K Sell
1,654
-450
-21% -$30.9K 0.01% 881
2020
Q1 		$126K Sell
2,104
-60
-3% -$4.27K 0.01% 763
2019
Q4 		$158K Hold
2,164
– – 0.01% 789
2019
Q3 		$147K Sell
2,164
-300
-12% -$21.2K 0.01% 758
2019
Q2 		$180K Sell
2,464
-116
-4% -$7.83K 0.01% 707
2019
Q1 		$147K Sell
2,580
-151
-6% -$8.41K 0.01% 744
2018
Q4 		$142K Sell
2,731
-1,332
-33% -$77.2K 0.01% 719
2018
Q3 		$261K Buy
4,063
+455
+13% +$28.9K 0.02% 553
2018
Q2 		$215K Buy
3,608
+51
+1% +$3.02K 0.02% 553
2018
Q1 		$206K Buy
3,557
+216
+6% +$14K 0.02% 536
2017
Q4 		$225K Buy
3,341
+480
+17% +$33.2K 0.02% 501
2017
Q3 		$204K Buy
2,861
+397
+16% +$26.3K 0.02% 505
2017
Q2 		$163K Buy
2,464
+184
+8% +$11.8K 0.02% 550
2017
Q1 		$134K Sell
2,280
-75
-3% -$4.05K 0.01% 582
2016
Q4 		$111K Buy
2,355
+56
+2% +$2.97K 0.01% 590
2016
Q3 		$141K Sell
2,299
-70
-3% -$4.42K 0.02% 524
2016
Q2 		$139K Hold
2,369
– – 0.02% 516
2016
Q1 		$128K Buy
+2,369
New +$129K 0.02% 526

Other funds holding CERN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Geneos Wealth Management's CERN Position: Q2 2022 in Review

Geneos Wealth Management sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 582 shares — an estimated $54K sold.

Geneos Wealth Management first reported a position in CERN in Q1 2016 and held it in 25 quarters. The position peaked at $261K in Q3 2018. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Geneos Wealth Management reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 582 Cerner Corp shares in Q2 2022, an estimated $54K.
  • Geneos Wealth Management first reported a position in Cerner Corp in Q1 2016 and held it in 25 quarters.
  • Geneos Wealth Management's Cerner Corp position peaked at $261K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.