Geneos Wealth Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Geneos Wealth Management’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,083	Closed	-$2K	–	2152
2022 Q2	$2K	Sell	1,083 -21,400	-95%	-$43.1K	﹤0.01%	2372
2022 Q1	$49K	Hold	22,483	–	–	﹤0.01%	1394
2021 Q4	$55K	Hold	22,483	–	–	﹤0.01%	1437
2021 Q3	$55K	Hold	22,483	–	–	﹤0.01%	1436
2021 Q2	$56K	Hold	22,483	–	–	﹤0.01%	1415
2021 Q1	$55K	Hold	22,483	–	–	﹤0.01%	1575
2020 Q4	$53K	Sell	22,483 -250	-1%	-$556	﹤0.01%	1429
2020 Q3	$47K	Hold	22,733	–	–	﹤0.01%	1279
2020 Q2	$44K	Hold	22,733	–	–	﹤0.01%	1269
2020 Q1	$39K	Hold	22,733	–	–	﹤0.01%	1218
2019 Q4	$56K	Hold	22,733	–	–	﹤0.01%	1190
2019 Q3	$58K	Hold	22,733	–	–	﹤0.01%	1109
2019 Q2	$56K	Hold	22,733	–	–	﹤0.01%	1125
2019 Q1	$56K	Hold	22,733	–	–	﹤0.01%	1087
2018 Q4	$49K	Hold	22,733	–	–	﹤0.01%	1105
2018 Q3	$59K	Hold	22,733	–	–	﹤0.01%	1093
2018 Q2	$60K	Hold	22,733	–	–	﹤0.01%	963
2018 Q1	$60K	Hold	22,733	–	–	0.01%	927
2017 Q4	$64K	Hold	22,733	–	–	0.01%	898
2017 Q3	$65K	Hold	22,733	–	–	0.01%	843
2017 Q2	$64K	Hold	22,733	–	–	0.01%	839
2017 Q1	$60K	Hold	22,733	–	–	0.01%	820
2016 Q4	$60K	Buy	22,733 +333	+1%	+$827	0.01%	769
2016 Q3	$57K	Hold	22,400	–	–	0.01%	765
2016 Q2	$55K	Hold	22,400	–	–	0.01%	779
2016 Q1	$50K	Buy	+22,400	New	+$47.6K	0.01%	801

Other funds holding DHY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

Geneos Wealth Management's DHY Position: Q3 2022 in Review

Geneos Wealth Management sold out of Credit Suisse High Yield Credit Fund (DHY) in Q3 2022, closing a stake of 1,083 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in DHY in Q1 2016 and held it in 26 quarters. The position peaked at $65K in Q3 2017. 56 funds tracked by Wall St. Rank hold DHY as of Q3 2022.

Geneos Wealth Management reported no remaining Credit Suisse High Yield Credit Fund position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,083 Credit Suisse High Yield Credit Fund shares in Q3 2022, an estimated $2K.
Geneos Wealth Management first reported a position in Credit Suisse High Yield Credit Fund in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Credit Suisse High Yield Credit Fund position peaked at $65K in Q3 2017.
56 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.