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Geneos Wealth Management’s FerroAtlántica GSM Stock Holding History

Geneos Wealth Management’s Portfolio GSM Stock Details GSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,100
Closed -$25K – 2425
2018
Q3 		$25K Buy
+3,100
New +$24.8K ﹤0.01% 1477

Other funds holding GSM

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Geneos Wealth Management's GSM Position: Q4 2018 in Review

Geneos Wealth Management sold out of FerroAtlántica (GSM) in Q4 2018, closing a stake of 3,100 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in GSM in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 98 funds tracked by Wall St. Rank hold GSM as of Q4 2018.

  • Geneos Wealth Management reported no remaining FerroAtlántica position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 3,100 FerroAtlántica shares in Q4 2018, an estimated $25K.
  • Geneos Wealth Management first reported a position in FerroAtlántica in Q3 2018 and held it in 1 quarter.
  • Geneos Wealth Management's FerroAtlántica position peaked at $25K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held FerroAtlántica as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.