Geneos Wealth Management
CSTE icon

Geneos Wealth Management’s Caesarstone CSTE Stock Holding History

Geneos Wealth Management’s Portfolio CSTE Stock Details CSTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$1K – 2644
2020
Q2 		$1K Buy
+100
New +$1.05K ﹤0.01% 2440

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Geneos Wealth Management's CSTE Position: Q3 2020 in Review

Geneos Wealth Management sold out of Caesarstone (CSTE) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in CSTE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 98 funds tracked by Wall St. Rank hold CSTE as of Q3 2020.

  • Geneos Wealth Management reported no remaining Caesarstone position as of Q3 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Caesarstone shares in Q3 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in Caesarstone in Q2 2020 and held it in 1 quarter.
  • Geneos Wealth Management's Caesarstone position peaked at $1K in Q2 2020.
  • 98 funds tracked by Wall St. Rank held Caesarstone as of Q3 2020.

Based on Geneos Wealth Management's 13F filing for Q3 2020, filed 7 Sep 2021.