GWM
FFG

Geneos Wealth Management’s FBL Financial Group FFG Stock Holding History

Geneos Wealth Management’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-262
Closed -$16K – 2101
2016
Q3 		$16K Buy
262
+2
+0.8% +$126 ﹤0.01% 1227
2016
Q2 		$15K Buy
260
+2
+0.8% +$121 ﹤0.01% 1215
2016
Q1 		$15K Buy
+258
New +$15.2K ﹤0.01% 1184

Other funds holding FFG

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geneos Wealth Management's FFG Position: Q4 2016 in Review

Geneos Wealth Management sold out of FBL Financial Group (FFG) in Q4 2016, closing a stake of 262 shares — an estimated $16K sold.

Geneos Wealth Management first reported a position in FFG in Q1 2016 and held it in 3 quarters. The position peaked at $16K in Q3 2016. 104 funds tracked by Wall St. Rank hold FFG as of Q4 2016.

  • Geneos Wealth Management reported no remaining FBL Financial Group position as of Q4 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 262 FBL Financial Group shares in Q4 2016, an estimated $16K.
  • Geneos Wealth Management first reported a position in FBL Financial Group in Q1 2016 and held it in 3 quarters.
  • Geneos Wealth Management's FBL Financial Group position peaked at $16K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held FBL Financial Group as of Q4 2016.

Based on Geneos Wealth Management's 13F filing for Q4 2016, filed 7 Sep 2021.