Geneos Wealth Management’s Corelogic, Inc. CLGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-400	Closed	-$26K	–	3043
2020 Q3	$26K	Hold	400	–	–	﹤0.01%	1540
2020 Q2	$27K	Hold	400	–	–	﹤0.01%	1500
2020 Q1	$13K	Hold	400	–	–	﹤0.01%	1709
2019 Q4	$17K	Hold	400	–	–	﹤0.01%	1773
2019 Q3	$18K	Hold	400	–	–	﹤0.01%	1670
2019 Q2	$16K	Hold	400	–	–	﹤0.01%	1753
2019 Q1	$14K	Hold	400	–	–	﹤0.01%	1732
2018 Q4	$13K	Hold	400	–	–	﹤0.01%	1709
2018 Q3	$19K	Hold	400	–	–	﹤0.01%	1609
2018 Q2	$20K	Hold	400	–	–	﹤0.01%	1459
2018 Q1	$18K	Hold	400	–	–	﹤0.01%	1443
2017 Q4	$18K	Hold	400	–	–	﹤0.01%	1437
2017 Q3	$18K	Hold	400	–	–	﹤0.01%	1379
2017 Q2	$17K	Hold	400	–	–	﹤0.01%	1353
2017 Q1	$16K	Sell	400 -12	-3%	-$455	﹤0.01%	1338
2016 Q4	$15K	Hold	412	–	–	﹤0.01%	1317
2016 Q3	$16K	Buy	412 +12	+3%	+$478	﹤0.01%	1226
2016 Q2	$15K	Hold	400	–	–	﹤0.01%	1214
2016 Q1	$13K	Buy	+400	New	+$13.6K	﹤0.01%	1238

Other funds holding CLGX

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's CLGX Position: Q4 2020 in Review

Geneos Wealth Management sold out of Corelogic, Inc. (CLGX) in Q4 2020, closing a stake of 400 shares — an estimated $26K sold.

Geneos Wealth Management first reported a position in CLGX in Q1 2016 and held it in 19 quarters. The position peaked at $27K in Q2 2020. 323 funds tracked by Wall St. Rank hold CLGX as of Q4 2020.

Geneos Wealth Management reported no remaining Corelogic, Inc. position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 400 Corelogic, Inc. shares in Q4 2020, an estimated $26K.
Geneos Wealth Management first reported a position in Corelogic, Inc. in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's Corelogic, Inc. position peaked at $27K in Q2 2020.
323 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.