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Geneos Wealth Management’s Dine Brands DIN Stock Holding History

Geneos Wealth Management’s Portfolio DIN Stock Details DIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-45
Closed -$2K – 2090
2017
Q1 		$2K Sell
45
-50
-53% -$3.16K ﹤0.01% 1870
2016
Q4 		$7K Buy
95
+50
+111% +$4.06K ﹤0.01% 1528
2016
Q3 		$3K Buy
+45
New +$3.57K ﹤0.01% 1682

Other funds holding DIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geneos Wealth Management's DIN Position: Q2 2017 in Review

Geneos Wealth Management sold out of Dine Brands (DIN) in Q2 2017, closing a stake of 45 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in DIN in Q3 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 162 funds tracked by Wall St. Rank hold DIN as of Q2 2017.

  • Geneos Wealth Management reported no remaining Dine Brands position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 45 Dine Brands shares in Q2 2017, an estimated $2K.
  • Geneos Wealth Management first reported a position in Dine Brands in Q3 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Dine Brands position peaked at $7K in Q4 2016.
  • 162 funds tracked by Wall St. Rank held Dine Brands as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.