GWM
DCH

Geneos Wealth Management’s Dauch Corp DCH Stock Holding History

Geneos Wealth Management’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-125
Closed -$2K – 2171
2017
Q4 		$2K Hold
125
– – ﹤0.01% 2000
2017
Q3 		$2K Hold
125
– – ﹤0.01% 1948
2017
Q2 		$1K Hold
125
– – ﹤0.01% 1978
2017
Q1 		$2K Hold
125
– – ﹤0.01% 1856
2016
Q4 		$2K Hold
125
– – ﹤0.01% 1824
2016
Q3 		$2K Buy
+125
New +$2.1K ﹤0.01% 1746

Other funds holding DCH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geneos Wealth Management's DCH Position: Q1 2018 in Review

Geneos Wealth Management sold out of Dauch Corp (DCH) in Q1 2018, closing a stake of 125 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in DCH in Q3 2016 and held it in 6 quarters. The position peaked at $2K in Q4 2017. 226 funds tracked by Wall St. Rank hold DCH as of Q1 2018.

  • Geneos Wealth Management reported no remaining Dauch Corp position as of Q1 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 125 Dauch Corp shares in Q1 2018, an estimated $2K.
  • Geneos Wealth Management first reported a position in Dauch Corp in Q3 2016 and held it in 6 quarters.
  • Geneos Wealth Management's Dauch Corp position peaked at $2K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Dauch Corp as of Q1 2018.

Based on Geneos Wealth Management's 13F filing for Q1 2018, filed 7 Sep 2021.