GWM
DBD

Geneos Wealth Management’s Diebold Nixdorf Incorporated DBD Stock Holding History

Geneos Wealth Management’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-113
Closed -$1K – 3173
2021
Q1 		$1K Buy
+113
New +$1.56K ﹤0.01% 3093
2020
Q1 		– Sell
-413
Closed -$4K – 2639
2019
Q4 		$4K Hold
413
– – ﹤0.01% 2271
2019
Q3 		$4K Hold
413
– – ﹤0.01% 2192
2019
Q2 		$3K Hold
413
– – ﹤0.01% 2272
2019
Q1 		$4K Hold
413
– – ﹤0.01% 2122
2018
Q4 		$1K Hold
413
– – ﹤0.01% 2356
2018
Q3 		$1K Hold
413
– – ﹤0.01% 2392
2018
Q2 		$4K Sell
413
-555
-57% -$7.43K ﹤0.01% 2007
2018
Q1 		$14K Hold
968
– – ﹤0.01% 1539
2017
Q4 		$15K Hold
968
– – ﹤0.01% 1506
2017
Q3 		$22K Buy
968
+528
+120% +$11.2K ﹤0.01% 1289
2017
Q2 		$12K Hold
440
– – ﹤0.01% 1481
2017
Q1 		$13K Sell
440
-347
-44% -$9.8K ﹤0.01% 1408
2016
Q4 		$19K Sell
787
-833
-51% -$19.6K ﹤0.01% 1216
2016
Q3 		$40K Buy
1,620
+12
+0.7% +$319 0.01% 904
2016
Q2 		$40K Buy
1,608
+13
+0.8% +$335 0.01% 890
2016
Q1 		$45K Buy
+1,595
New +$41.7K 0.01% 827

Other funds holding DBD

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
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geneos Wealth Management's DBD Position: Q2 2021 in Review

Geneos Wealth Management sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2021, closing a stake of 113 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in DBD in Q1 2016 and held it in 17 quarters. The position peaked at $45K in Q1 2016. 182 funds tracked by Wall St. Rank hold DBD as of Q2 2021.

  • Geneos Wealth Management reported no remaining Diebold Nixdorf Incorporated position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 113 Diebold Nixdorf Incorporated shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in Diebold Nixdorf Incorporated in Q1 2016 and held it in 17 quarters.
  • Geneos Wealth Management's Diebold Nixdorf Incorporated position peaked at $45K in Q1 2016.
  • 182 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.