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Geneos Wealth Management’s Eagle Bancorp EGBN Stock Holding History

Geneos Wealth Management’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-31
Closed -$1K – 2077
2016
Q4 		$1K Hold
31
– – ﹤0.01% 1945
2016
Q3 		$1K Buy
+31
New +$1.56K ﹤0.01% 1866

Other funds holding EGBN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Geneos Wealth Management's EGBN Position: Q1 2017 in Review

Geneos Wealth Management sold out of Eagle Bancorp (EGBN) in Q1 2017, closing a stake of 31 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in EGBN in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 167 funds tracked by Wall St. Rank hold EGBN as of Q1 2017.

  • Geneos Wealth Management reported no remaining Eagle Bancorp position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 31 Eagle Bancorp shares in Q1 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in Eagle Bancorp in Q3 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Eagle Bancorp position peaked at $1K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.