GWM
GAM

Geneos Wealth Management’s General American Investors Company GAM Stock Holding History

Geneos Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-106
Closed -$5.68K – 2916
2024
Q3 		$5.68K Buy
+106
New +$5.47K ﹤0.01% 2033
2022
Q3 		– Sell
-3,579
Closed -$127K – 2231
2022
Q2 		$127K Hold
3,579
– – 0.01% 916
2022
Q1 		$152K Hold
3,579
– – 0.01% 914
2021
Q4 		$158K Buy
3,579
+215
+6% +$9.46K 0.01% 970
2021
Q3 		$146K Hold
3,364
– – 0.01% 994
2021
Q2 		$145K Hold
3,364
– – 0.01% 993
2021
Q1 		$142K Hold
3,364
– – ﹤0.01% 1138
2020
Q4 		$133K Sell
3,364
-509
-13% -$18.1K 0.01% 1009
2020
Q3 		$129K Hold
3,873
– – 0.01% 842
2020
Q2 		$120K Hold
3,873
– – 0.01% 833
2020
Q1 		$107K Buy
3,873
+176
+5% +$6.1K 0.01% 807
2019
Q4 		$139K Hold
3,697
– – 0.01% 822
2019
Q3 		$133K Hold
3,697
– – 0.01% 794
2019
Q2 		$131K Hold
3,697
– – 0.01% 813
2019
Q1 		$123K Hold
3,697
– – 0.01% 790
2018
Q4 		$103K Buy
3,697
+183
+5% +$5.99K 0.01% 830
2018
Q3 		$129K Hold
3,514
– – 0.01% 803
2018
Q2 		$120K Sell
3,514
-316
-8% -$10.8K 0.01% 720
2018
Q1 		$128K Buy
3,830
+4
+0.1% +$139 0.01% 663
2017
Q4 		$131K Buy
3,826
+534
+16% +$18.6K 0.01% 660
2017
Q3 		$118K Buy
3,292
+400
+14% +$14K 0.01% 649
2017
Q2 		$99K Buy
2,892
+132
+5% +$4.49K 0.01% 681
2017
Q1 		$92K Buy
2,760
+1
+0% +$33 0.01% 678
2016
Q4 		$86K Buy
2,759
+246
+10% +$7.72K 0.01% 655
2016
Q3 		$82K Hold
2,513
– – 0.01% 644
2016
Q2 		$78K Sell
2,513
-316
-11% -$9.81K 0.01% 661
2016
Q1 		$88K Buy
+2,829
New +$82.6K 0.01% 625

Other funds holding GAM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Geneos Wealth Management's GAM Position: Q4 2024 in Review

Geneos Wealth Management sold out of General American Investors Company (GAM) in Q4 2024, closing a stake of 106 shares — an estimated $5.68K sold.

Geneos Wealth Management first reported a position in GAM in Q1 2016 and held it in 27 quarters. The position peaked at $158K in Q4 2021. 90 funds tracked by Wall St. Rank hold GAM as of Q4 2024.

  • Geneos Wealth Management reported no remaining General American Investors Company position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 106 General American Investors Company shares in Q4 2024, an estimated $5.68K.
  • Geneos Wealth Management first reported a position in General American Investors Company in Q1 2016 and held it in 27 quarters.
  • Geneos Wealth Management's General American Investors Company position peaked at $158K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held General American Investors Company as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.