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Geneos Wealth Management’s Camping World CWH Stock Holding History

Geneos Wealth Management’s Portfolio CWH Stock Details CWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-195
Closed -$5.12K – 2148
2023
Q4 		$5.12K Sell
195
-76
-28% -$1.59K ﹤0.01% 1721
2023
Q3 		$5.53K Hold
271
– – ﹤0.01% 1716
2023
Q2 		$8.16K Sell
271
-350
-56% -$8.81K ﹤0.01% 1627
2023
Q1 		$13K Sell
621
-150
-19% -$3.5K ﹤0.01% 1480
2022
Q4 		$17.2K Hold
771
– – ﹤0.01% 1374
2022
Q3 		$19K Hold
771
– – ﹤0.01% 1334
2022
Q2 		$16K Buy
771
+150
+24% +$3.96K ﹤0.01% 1773
2022
Q1 		$17K Hold
621
– – ﹤0.01% 1873
2021
Q4 		$25K Buy
621
+500
+413% +$20.2K ﹤0.01% 1762
2021
Q3 		$4K Hold
121
– – ﹤0.01% 2495
2021
Q2 		$4K Sell
121
-37
-23% -$1.53K ﹤0.01% 2497
2021
Q1 		$6K Sell
158
-330
-68% -$11.7K ﹤0.01% 2582
2020
Q4 		$4K Buy
488
+367
+303% +$10.7K ﹤0.01% 2527
2020
Q3 		$3K Hold
121
– – ﹤0.01% 2306
2020
Q2 		$3K Buy
+121
New +$1.95K ﹤0.01% 2267
2018
Q3 		– Sell
-1,500
Closed -$37K – 2411
2018
Q2 		$37K Buy
1,500
+1,250
+500% +$31.2K ﹤0.01% 1184
2018
Q1 		$8K Buy
250
+50
+25% +$2.03K ﹤0.01% 1708
2017
Q4 		$8K Buy
+200
New +$8.7K ﹤0.01% 1692

Other funds holding CWH

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IP
Interval Partners New York $3.88B AUM 27.46% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geneos Wealth Management's CWH Position: Q1 2024 in Review

Geneos Wealth Management sold out of Camping World (CWH) in Q1 2024, closing a stake of 195 shares — an estimated $5.12K sold.

Geneos Wealth Management first reported a position in CWH in Q4 2017 and held it in 18 quarters. The position peaked at $37K in Q2 2018. 219 funds tracked by Wall St. Rank hold CWH as of Q1 2024.

  • Geneos Wealth Management reported no remaining Camping World position as of Q1 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 195 Camping World shares in Q1 2024, an estimated $5.12K.
  • Geneos Wealth Management first reported a position in Camping World in Q4 2017 and held it in 18 quarters.
  • Geneos Wealth Management's Camping World position peaked at $37K in Q2 2018.
  • 219 funds tracked by Wall St. Rank held Camping World as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.