Geneos Wealth Management’s Canada Goose Holdings GOOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-308	Closed	-$12K	–	2437
2018 Q4	$12K	Hold	308	–	–	﹤0.01%	1721
2018 Q3	$19K	Hold	308	–	–	﹤0.01%	1589
2018 Q2	$18K	Hold	308	–	–	﹤0.01%	1488
2018 Q1	$10K	Buy	+308	New	+$10.3K	﹤0.01%	1645
2017 Q4	–	Sell	-204	Closed	-$4K	–	2184
2017 Q3	$4K	Buy	+204	New	+$3.88K	﹤0.01%	1815

Other funds holding GOOS

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

Geneos Wealth Management's GOOS Position: Q1 2019 in Review

Geneos Wealth Management sold out of Canada Goose Holdings (GOOS) in Q1 2019, closing a stake of 308 shares — an estimated $12K sold.

Geneos Wealth Management first reported a position in GOOS in Q3 2017 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 235 funds tracked by Wall St. Rank hold GOOS as of Q1 2019.

Geneos Wealth Management reported no remaining Canada Goose Holdings position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 308 Canada Goose Holdings shares in Q1 2019, an estimated $12K.
Geneos Wealth Management first reported a position in Canada Goose Holdings in Q3 2017 and held it in 5 quarters.
Geneos Wealth Management's Canada Goose Holdings position peaked at $19K in Q3 2018.
235 funds tracked by Wall St. Rank held Canada Goose Holdings as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.