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Geneos Wealth Management’s ESCO Technologies ESE Stock Holding History

Geneos Wealth Management’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21
Closed -$2K – 2925
2021
Q1 		$2K Buy
+21
New +$2.22K ﹤0.01% 2879

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SAM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneos Wealth Management's ESE Position: Q2 2021 in Review

Geneos Wealth Management sold out of ESCO Technologies (ESE) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in ESE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 183 funds tracked by Wall St. Rank hold ESE as of Q2 2021.

  • Geneos Wealth Management reported no remaining ESCO Technologies position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 21 ESCO Technologies shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in ESCO Technologies in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's ESCO Technologies position peaked at $2K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.