GWM
COHR

Geneos Wealth Management’s Coherent Inc COHR Stock Holding History

Geneos Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50
Closed -$9K – 2357
2018
Q1 		$9K Sell
50
-148
-75% -$35.7K ﹤0.01% 1700
2017
Q4 		$55K Sell
198
-125
-39% -$34.8K ﹤0.01% 967
2017
Q3 		$75K Buy
323
+53
+20% +$12.8K 0.01% 804
2017
Q2 		$60K Buy
270
+247
+1,074% +$56.7K 0.01% 863
2017
Q1 		$4K Hold
23
– – ﹤0.01% 1772
2016
Q4 		$3K Hold
23
– – ﹤0.01% 1804
2016
Q3 		$2K Buy
+23
New +$2.38K ﹤0.01% 1831

Other funds holding COHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geneos Wealth Management's COHR Position: Q2 2018 in Review

Geneos Wealth Management sold out of Coherent Inc (COHR) in Q2 2018, closing a stake of 50 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in COHR in Q3 2016 and held it in 7 quarters. The position peaked at $75K in Q3 2017. 317 funds tracked by Wall St. Rank hold COHR as of Q2 2018.

  • Geneos Wealth Management reported no remaining Coherent Inc position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Coherent Inc shares in Q2 2018, an estimated $9K.
  • Geneos Wealth Management first reported a position in Coherent Inc in Q3 2016 and held it in 7 quarters.
  • Geneos Wealth Management's Coherent Inc position peaked at $75K in Q3 2017.
  • 317 funds tracked by Wall St. Rank held Coherent Inc as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.