Geneos Wealth Management’s Clearwater Paper CLW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-47	Closed	-$1K	–	2907
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	2497
2020 Q2	$1K	Hold	47	–	–	﹤0.01%	2434
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	2349
2019 Q4	$1K	Buy	+47	New	+$944	﹤0.01%	2446
2019 Q1	–	Sell	-47	Closed	-$1K	–	2413
2018 Q4	$1K	Buy	+47	New	+$1.27K	﹤0.01%	2283
2017 Q2	–	Sell	-58	Closed	-$3K	–	2081
2017 Q1	$3K	Hold	58	–	–	﹤0.01%	1793
2016 Q4	$3K	Hold	58	–	–	﹤0.01%	1746
2016 Q3	$3K	Hold	58	–	–	﹤0.01%	1680
2016 Q2	$3K	Hold	58	–	–	﹤0.01%	1608
2016 Q1	$2K	Buy	+58	New	+$2.42K	﹤0.01%	1647

Other funds holding CLW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

First Sabrepoint Capital Management Dallas, Texas $245M AUM 61.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return