GWM
GES

Geneos Wealth Management’s Guess Inc GES Stock Holding History

Geneos Wealth Management’s Portfolio GES Stock Details GES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-20,700
Closed -$250K – 2092
2016
Q4 		$250K Buy
+20,700
New +$291K 0.03% 408

Other funds holding GES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Geneos Wealth Management's GES Position: Q1 2017 in Review

Geneos Wealth Management sold out of Guess Inc (GES) in Q1 2017, closing a stake of 20,700 shares — an estimated $250K sold.

Geneos Wealth Management first reported a position in GES in Q4 2016 and held it in 1 quarter. The position peaked at $250K in Q4 2016. 164 funds tracked by Wall St. Rank hold GES as of Q1 2017.

  • Geneos Wealth Management reported no remaining Guess Inc position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 20,700 Guess Inc shares in Q1 2017, an estimated $250K.
  • Geneos Wealth Management first reported a position in Guess Inc in Q4 2016 and held it in 1 quarter.
  • Geneos Wealth Management's Guess Inc position peaked at $250K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held Guess Inc as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.