Geneos Wealth Management’s Clarus CLAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,004	Closed	-$13K	–	2493
2019 Q4	$13K	Hold	1,004	–	–	﹤0.01%	1865
2019 Q3	$11K	Hold	1,004	–	–	﹤0.01%	1845
2019 Q2	$14K	Hold	1,004	–	–	﹤0.01%	1777
2019 Q1	$12K	Hold	1,004	–	–	﹤0.01%	1769
2018 Q4	$9K	Buy	+1,004	New	+$10.5K	﹤0.01%	1810

Other funds holding CLAR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plaisance Capital Denver, Colorado $172M AUM 27.11% 1-Year Est. Return

Geneos Wealth Management's CLAR Position: Q1 2020 in Review

Geneos Wealth Management sold out of Clarus (CLAR) in Q1 2020, closing a stake of 1,004 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in CLAR in Q4 2018 and held it in 5 quarters. The position peaked at $14K in Q2 2019. 86 funds tracked by Wall St. Rank hold CLAR as of Q1 2020.

Geneos Wealth Management reported no remaining Clarus position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 1,004 Clarus shares in Q1 2020, an estimated $13K.
Geneos Wealth Management first reported a position in Clarus in Q4 2018 and held it in 5 quarters.
Geneos Wealth Management's Clarus position peaked at $14K in Q2 2019.
86 funds tracked by Wall St. Rank held Clarus as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.