Geneos Wealth Management’s Clearfield CLFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-230	Closed	-$10K	–	2783
2021 Q3	$10K	Buy	+230	New	+$9.66K	﹤0.01%	2212

Other funds holding CLFD

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

ACM

Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's CLFD Position: Q4 2021 in Review

Geneos Wealth Management sold out of Clearfield (CLFD) in Q4 2021, closing a stake of 230 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in CLFD in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 129 funds tracked by Wall St. Rank hold CLFD as of Q4 2021.

Geneos Wealth Management reported no remaining Clearfield position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 230 Clearfield shares in Q4 2021, an estimated $10K.
Geneos Wealth Management first reported a position in Clearfield in Q3 2021 and held it in 1 quarter.
Geneos Wealth Management's Clearfield position peaked at $10K in Q3 2021.
129 funds tracked by Wall St. Rank held Clearfield as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.