Geneos Wealth Management’s Electromed ELMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,333	Closed	-$165K	–	2642
2022 Q1	$165K	Hold	13,333	–	–	0.01%	876
2021 Q4	$173K	Hold	13,333	–	–	0.01%	931
2021 Q3	$142K	Hold	13,333	–	–	0.01%	1012
2021 Q2	$154K	Hold	13,333	–	–	0.01%	968
2021 Q1	$130K	Hold	13,333	–	–	﹤0.01%	1176
2020 Q4	$141K	Hold	13,333	–	–	0.01%	982
2020 Q3	$133K	Buy	13,333 +8,333	+167%	+$120K	0.01%	829
2020 Q2	$75K	Hold	5,000	–	–	﹤0.01%	1039
2020 Q1	$60K	Buy	+5,000	New	+$51K	﹤0.01%	1042

Other funds holding ELMD

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geneos Wealth Management's ELMD Position: Q2 2022 in Review

Geneos Wealth Management sold out of Electromed (ELMD) in Q2 2022, closing a stake of 13,333 shares — an estimated $165K sold.

Geneos Wealth Management first reported a position in ELMD in Q1 2020 and held it in 9 quarters. The position peaked at $173K in Q4 2021. 38 funds tracked by Wall St. Rank hold ELMD as of Q2 2022.

Geneos Wealth Management reported no remaining Electromed position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 13,333 Electromed shares in Q2 2022, an estimated $165K.
Geneos Wealth Management first reported a position in Electromed in Q1 2020 and held it in 9 quarters.
Geneos Wealth Management's Electromed position peaked at $173K in Q4 2021.
38 funds tracked by Wall St. Rank held Electromed as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.