Geneos Wealth Management
EVBG icon

Geneos Wealth Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Geneos Wealth Management’s Portfolio EVBG Stock Details EVBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,101
Closed -$294K – 2161
2017
Q2 		$294K Buy
+12,101
New +$288K 0.03% 403

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GGHC
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Janus Henderson Group
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NIP
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Geneos Wealth Management's EVBG Position: Q3 2017 in Review

Geneos Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2017, closing a stake of 12,101 shares — an estimated $294K sold.

Geneos Wealth Management first reported a position in EVBG in Q2 2017 and held it in 1 quarter. The position peaked at $294K in Q2 2017. 101 funds tracked by Wall St. Rank hold EVBG as of Q3 2017.

  • Geneos Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 12,101 Everbridge, Inc. Common Stock shares in Q3 2017, an estimated $294K.
  • Geneos Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q2 2017 and held it in 1 quarter.
  • Geneos Wealth Management's Everbridge, Inc. Common Stock position peaked at $294K in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2017.

Based on Geneos Wealth Management's 13F filing for Q3 2017, filed 7 Sep 2021.