Geneos Wealth Management’s Ecovyst ECVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-956	Closed	-$9K	–	2172
2022 Q2	$9K	Buy	+956	New	+$9.93K	﹤0.01%	1980

Other funds holding ECVT

CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Geneos Wealth Management sold out of Ecovyst (ECVT) in Q3 2022, closing a stake of 956 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in ECVT in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 142 funds tracked by Wall St. Rank hold ECVT as of Q3 2022.

Geneos Wealth Management reported no remaining Ecovyst position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 956 Ecovyst shares in Q3 2022, an estimated $9K.
Geneos Wealth Management first reported a position in Ecovyst in Q2 2022 and held it in 1 quarter.
Geneos Wealth Management's Ecovyst position peaked at $9K in Q2 2022.
142 funds tracked by Wall St. Rank held Ecovyst as of Q3 2022.

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