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Geneos Wealth Management’s Ducommun DCO Stock Holding History

Geneos Wealth Management’s Portfolio DCO Stock Details DCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-160
Closed -$4K – 2270
2018
Q1 		$4K Hold
160
– – ﹤0.01% 1888
2017
Q4 		$4K Hold
160
– – ﹤0.01% 1865
2017
Q3 		$5K Buy
+160
New +$4.76K ﹤0.01% 1745

Other funds holding DCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

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

Geneos Wealth Management sold out of Ducommun (DCO) in Q2 2018, closing a stake of 160 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in DCO in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 101 funds tracked by Wall St. Rank hold DCO as of Q2 2018.

  • Geneos Wealth Management reported no remaining Ducommun position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 160 Ducommun shares in Q2 2018, an estimated $4K.
  • Geneos Wealth Management first reported a position in Ducommun in Q3 2017 and held it in 3 quarters.
  • Geneos Wealth Management's Ducommun position peaked at $5K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held Ducommun as of Q2 2018.

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