Geneos Wealth Management’s IMAX IMAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-69	Closed	-$1K	–	2442
2018 Q4	$1K	Hold	69	–	–	﹤0.01%	2307
2018 Q3	$1K	Hold	69	–	–	﹤0.01%	2347
2018 Q2	$1K	Hold	69	–	–	﹤0.01%	2193
2018 Q1	$1K	Hold	69	–	–	﹤0.01%	2102
2017 Q4	$1K	Hold	69	–	–	﹤0.01%	2105
2017 Q3	$1K	Hold	69	–	–	﹤0.01%	2050
2017 Q2	$1K	Sell	69 -300	-81%	-$8.41K	﹤0.01%	2003
2017 Q1	$12K	Buy	369 +300	+435%	+$9.78K	﹤0.01%	1419
2016 Q4	$2K	Hold	69	–	–	﹤0.01%	1865
2016 Q3	$1K	Hold	69	–	–	﹤0.01%	1888
2016 Q2	$2K	Hold	69	–	–	﹤0.01%	1685
2016 Q1	$2K	Buy	+69	New	+$2.11K	﹤0.01%	1665

Other funds holding IMAX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

SAS

Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geneos Wealth Management sold out of IMAX (IMAX) in Q1 2019, closing a stake of 69 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in IMAX in Q1 2016 and held it in 12 quarters. The position peaked at $12K in Q1 2017. 152 funds tracked by Wall St. Rank hold IMAX as of Q1 2019.

Geneos Wealth Management reported no remaining IMAX position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 69 IMAX shares in Q1 2019, an estimated $1K.
Geneos Wealth Management first reported a position in IMAX in Q1 2016 and held it in 12 quarters.
Geneos Wealth Management's IMAX position peaked at $12K in Q1 2017.
152 funds tracked by Wall St. Rank held IMAX as of Q1 2019.

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