Geneos Wealth Management’s Enviva Inc. EVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-400	Closed	-$23K	–	2656
2022 Q2	$23K	Hold	400	–	–	﹤0.01%	1635
2022 Q1	$31K	Hold	400	–	–	﹤0.01%	1595
2021 Q4	$28K	Hold	400	–	–	﹤0.01%	1722
2021 Q3	$22K	Hold	400	–	–	﹤0.01%	1887
2021 Q2	$21K	Sell	400 -106	-21%	-$5.23K	﹤0.01%	1907
2021 Q1	$24K	Hold	506	–	–	﹤0.01%	1988
2020 Q4	$24K	Buy	+506	New	+$22.1K	﹤0.01%	1809
2019 Q1	–	Sell	-100	Closed	-$2K	–	2476
2018 Q4	$2K	Buy	+100	New	+$2.96K	﹤0.01%	2250
2017 Q2	–	Sell	-1,600	Closed	-$44K	–	2148
2017 Q1	$44K	Buy	+1,600	New	+$44.3K	﹤0.01%	939

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geneos Wealth Management's EVA Position: Q3 2022 in Review

Geneos Wealth Management sold out of Enviva Inc. (EVA) in Q3 2022, closing a stake of 400 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in EVA in Q1 2017 and held it in 9 quarters. The position peaked at $44K in Q1 2017. 178 funds tracked by Wall St. Rank hold EVA as of Q3 2022.

Geneos Wealth Management reported no remaining Enviva Inc. position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 400 Enviva Inc. shares in Q3 2022, an estimated $23K.
Geneos Wealth Management first reported a position in Enviva Inc. in Q1 2017 and held it in 9 quarters.
Geneos Wealth Management's Enviva Inc. position peaked at $44K in Q1 2017.
178 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.