Geneos Wealth Management’s Diana Shipping DSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,259	Closed	-$3K	–	2400
2018 Q3	$3K	Hold	1,259	–	–	﹤0.01%	2171
2018 Q2	$4K	Hold	1,259	–	–	﹤0.01%	1959
2018 Q1	$3K	Hold	1,259	–	–	﹤0.01%	1944
2017 Q4	$3K	Hold	1,259	–	–	﹤0.01%	1931
2017 Q3	$3K	Hold	1,259	–	–	﹤0.01%	1880
2017 Q2	$3K	Buy	1,259 +68	+6%	+$198	﹤0.01%	1839
2017 Q1	$3K	Sell	1,191 -400	-25%	-$1.13K	﹤0.01%	1798
2016 Q4	$3K	Hold	1,591	–	–	﹤0.01%	1751
2016 Q3	$2K	Hold	1,591	–	–	﹤0.01%	1760
2016 Q2	$3K	Sell	1,591 -500	-24%	-$933	﹤0.01%	1610
2016 Q1	$3K	Buy	+2,091	New	+$3.85K	﹤0.01%	1597

Other funds holding DSX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geneos Wealth Management's DSX Position: Q4 2018 in Review

Geneos Wealth Management sold out of Diana Shipping (DSX) in Q4 2018, closing a stake of 1,259 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in DSX in Q1 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2018. 54 funds tracked by Wall St. Rank hold DSX as of Q4 2018.

Geneos Wealth Management reported no remaining Diana Shipping position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 1,259 Diana Shipping shares in Q4 2018, an estimated $3K.
Geneos Wealth Management first reported a position in Diana Shipping in Q1 2016 and held it in 11 quarters.
Geneos Wealth Management's Diana Shipping position peaked at $4K in Q2 2018.
54 funds tracked by Wall St. Rank held Diana Shipping as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.