Geneos Wealth Management’s The Greenbrier Companies GBX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-41	Closed	-$1.77K	–	2115
2023 Q2	$1.77K	Buy	+41	New	+$1.21K	﹤0.01%	1944
2020 Q4	–	Sell	-40	Closed	-$1K	–	2928
2020 Q3	$1K	Buy	+40	New	+$1.08K	﹤0.01%	2517
2020 Q1	–	Sell	-40	Closed	-$1K	–	2525
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	2463
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	2400
2019 Q2	$1K	Buy	+40	New	+$1.27K	﹤0.01%	2401
2017 Q1	–	Sell	-150	Closed	-$6K	–	2091
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	1571
2016 Q3	$5K	Hold	150	–	–	﹤0.01%	1564
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	1564
2016 Q1	$4K	Buy	+150	New	+$3.85K	﹤0.01%	1543

Other funds holding GBX

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's GBX Position: Q3 2023 in Review

Geneos Wealth Management sold out of The Greenbrier Companies (GBX) in Q3 2023, closing a stake of 41 shares — an estimated $1.77K sold.

Geneos Wealth Management first reported a position in GBX in Q1 2016 and held it in 9 quarters. The position peaked at $6K in Q4 2016. 215 funds tracked by Wall St. Rank hold GBX as of Q3 2023.

Geneos Wealth Management reported no remaining The Greenbrier Companies position as of Q3 2023 after selling out during the quarter.
Geneos Wealth Management sold 41 The Greenbrier Companies shares in Q3 2023, an estimated $1.77K.
Geneos Wealth Management first reported a position in The Greenbrier Companies in Q1 2016 and held it in 9 quarters.
Geneos Wealth Management's The Greenbrier Companies position peaked at $6K in Q4 2016.
215 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.