Geneos Wealth Management’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-175	Closed	-$10.9K	–	2200
2024 Q1	$10.9K	Hold	175	–	–	﹤0.01%	1527
2023 Q4	$9.7K	Sell	175 -463	-73%	-$20.9K	﹤0.01%	1557
2023 Q3	$26.8K	Buy	638 +6	+0.9%	+$263	﹤0.01%	1277
2023 Q2	$30.4K	Sell	632 -279	-31%	-$12.3K	﹤0.01%	1243
2023 Q1	$41.4K	Buy	911 +631	+225%	+$33.7K	﹤0.01%	1131
2022 Q4	$14K	Buy	+280	New	+$14K	﹤0.01%	1440

Other funds holding EGLE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's EGLE Position: Q2 2024 in Review

Geneos Wealth Management sold out of Eagle Bulk Shipping Inc. (EGLE) in Q2 2024, closing a stake of 175 shares — an estimated $10.9K sold.

Geneos Wealth Management first reported a position in EGLE in Q4 2022 and held it in 6 quarters. The position peaked at $41.4K in Q1 2023. 2 funds tracked by Wall St. Rank hold EGLE as of Q2 2024.

Geneos Wealth Management reported no remaining Eagle Bulk Shipping Inc. position as of Q2 2024 after selling out during the quarter.
Geneos Wealth Management sold 175 Eagle Bulk Shipping Inc. shares in Q2 2024, an estimated $10.9K.
Geneos Wealth Management first reported a position in Eagle Bulk Shipping Inc. in Q4 2022 and held it in 6 quarters.
Geneos Wealth Management's Eagle Bulk Shipping Inc. position peaked at $41.4K in Q1 2023.
2 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.