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Geneos Wealth Management’s Ecopetrol EC Stock Holding History

Geneos Wealth Management’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,023
Closed -$17K – 2549
2019
Q3 		$17K Buy
+1,023
New +$17.7K ﹤0.01% 1678
2018
Q2 		– Sell
-1,573
Closed -$30K – 2274
2018
Q1 		$30K Buy
+1,573
New +$28.1K ﹤0.01% 1218

Other funds holding EC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Geneos Wealth Management's EC Position: Q4 2019 in Review

Geneos Wealth Management sold out of Ecopetrol (EC) in Q4 2019, closing a stake of 1,023 shares — an estimated $17K sold.

Geneos Wealth Management first reported a position in EC in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 150 funds tracked by Wall St. Rank hold EC as of Q4 2019.

  • Geneos Wealth Management reported no remaining Ecopetrol position as of Q4 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 1,023 Ecopetrol shares in Q4 2019, an estimated $17K.
  • Geneos Wealth Management first reported a position in Ecopetrol in Q1 2018 and held it in 2 quarters.
  • Geneos Wealth Management's Ecopetrol position peaked at $30K in Q1 2018.
  • 150 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.