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Geneos Wealth Management’s eGain EGAN Stock Holding History

Geneos Wealth Management’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$6K – 2404
2018
Q3 		$6K Sell
750
-1,311
-64% -$16.6K ﹤0.01% 2005
2018
Q2 		$31K Buy
+2,061
New +$22.2K ﹤0.01% 1267
2017
Q1 		– Sell
-9,662
Closed -$20K – 2078
2016
Q4 		$20K Buy
+9,662
New +$24.6K ﹤0.01% 1180

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Renaissance Technologies
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Vanguard Group
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BlackRock
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AQR Capital Management
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PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return