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Geneos Wealth Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

Geneos Wealth Management’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$4K – 2502
2019
Q2 		$4K Hold
200
– – ﹤0.01% 2153
2019
Q1 		$4K Hold
200
– – ﹤0.01% 2084
2018
Q4 		$4K Buy
+200
New +$5.47K ﹤0.01% 2036

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geneos Wealth Management's ESP Position: Q3 2019 in Review

Geneos Wealth Management sold out of Espey Mfg & Electronics Corp (ESP) in Q3 2019, closing a stake of 200 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in ESP in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 23 funds tracked by Wall St. Rank hold ESP as of Q3 2019.

  • Geneos Wealth Management reported no remaining Espey Mfg & Electronics Corp position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Espey Mfg & Electronics Corp shares in Q3 2019, an estimated $4K.
  • Geneos Wealth Management first reported a position in Espey Mfg & Electronics Corp in Q4 2018 and held it in 3 quarters.
  • Geneos Wealth Management's Espey Mfg & Electronics Corp position peaked at $4K in Q2 2019.
  • 23 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.