GWM
FFWM

Geneos Wealth Management’s First Foundation Inc FFWM Stock Holding History

Geneos Wealth Management’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-606
Closed -$15K – 2822
2021
Q4 		$15K Buy
+606
New +$16.1K ﹤0.01% 2017

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's FFWM Position: Q1 2022 in Review

Geneos Wealth Management sold out of First Foundation Inc (FFWM) in Q1 2022, closing a stake of 606 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in FFWM in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 168 funds tracked by Wall St. Rank hold FFWM as of Q1 2022.

  • Geneos Wealth Management reported no remaining First Foundation Inc position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 606 First Foundation Inc shares in Q1 2022, an estimated $15K.
  • Geneos Wealth Management first reported a position in First Foundation Inc in Q4 2021 and held it in 1 quarter.
  • Geneos Wealth Management's First Foundation Inc position peaked at $15K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.