GWM
GWB

Geneos Wealth Management’s Great Western Bancorp, Inc. GWB Stock Holding History

Geneos Wealth Management’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-95
Closed -$3K – 2259
2017
Q4 		$3K Hold
95
– – ﹤0.01% 1986
2017
Q3 		$3K Hold
95
– – ﹤0.01% 1933
2017
Q2 		$3K Hold
95
– – ﹤0.01% 1890
2017
Q1 		$4K Hold
95
– – ﹤0.01% 1776
2016
Q4 		$4K Hold
95
– – ﹤0.01% 1724
2016
Q3 		$3K Buy
+95
New +$3.14K ﹤0.01% 1731

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geneos Wealth Management's GWB Position: Q1 2018 in Review

Geneos Wealth Management sold out of Great Western Bancorp, Inc. (GWB) in Q1 2018, closing a stake of 95 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in GWB in Q3 2016 and held it in 6 quarters. The position peaked at $4K in Q1 2017. 191 funds tracked by Wall St. Rank hold GWB as of Q1 2018.

  • Geneos Wealth Management reported no remaining Great Western Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 95 Great Western Bancorp, Inc. shares in Q1 2018, an estimated $3K.
  • Geneos Wealth Management first reported a position in Great Western Bancorp, Inc. in Q3 2016 and held it in 6 quarters.
  • Geneos Wealth Management's Great Western Bancorp, Inc. position peaked at $4K in Q1 2017.
  • 191 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q1 2018.

Based on Geneos Wealth Management's 13F filing for Q1 2018, filed 7 Sep 2021.