Geneos Wealth Management’s Insight Select Income Fund INSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-724	Closed	-$11K	–	2649
2022 Q2	$11K	Hold	724	–	–	﹤0.01%	1925
2022 Q1	$12K	Buy	724 +1	+0.1%	+$19	﹤0.01%	2028
2021 Q4	$16K	Hold	723	–	–	﹤0.01%	2005
2021 Q3	$15K	Hold	723	–	–	﹤0.01%	2079
2021 Q2	$15K	Hold	723	–	–	﹤0.01%	2062
2021 Q1	$14K	Hold	723	–	–	﹤0.01%	2250
2020 Q4	$14K	Hold	723	–	–	﹤0.01%	2099
2020 Q3	$14K	Hold	723	–	–	﹤0.01%	1840
2020 Q2	$14K	Hold	723	–	–	﹤0.01%	1786
2020 Q1	$14K	Hold	723	–	–	﹤0.01%	1669
2019 Q4	$14K	Hold	723	–	–	﹤0.01%	1856
2019 Q3	$14K	Hold	723	–	–	﹤0.01%	1773
2019 Q2	$14K	Hold	723	–	–	﹤0.01%	1795
2019 Q1	$13K	Hold	723	–	–	﹤0.01%	1760
2018 Q4	$12K	Hold	723	–	–	﹤0.01%	1738
2018 Q3	$13K	Hold	723	–	–	﹤0.01%	1763
2018 Q2	$13K	Hold	723	–	–	﹤0.01%	1619
2018 Q1	$14K	Hold	723	–	–	﹤0.01%	1538
2017 Q4	$14K	Sell	723 -75	-9%	-$1.5K	﹤0.01%	1529
2017 Q3	$16K	Sell	798 -64	-7%	-$1.28K	﹤0.01%	1424
2017 Q2	$17K	Hold	862	–	–	﹤0.01%	1349
2017 Q1	$16K	Hold	862	–	–	﹤0.01%	1331
2016 Q4	$16K	Buy	+862	New	+$16.4K	﹤0.01%	1281

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Geneos Wealth Management's INSI Position: Q3 2022 in Review

Geneos Wealth Management sold out of Insight Select Income Fund (INSI) in Q3 2022, closing a stake of 724 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in INSI in Q4 2016 and held it in 23 quarters. The position peaked at $17K in Q2 2017. 30 funds tracked by Wall St. Rank hold INSI as of Q3 2022.

Geneos Wealth Management reported no remaining Insight Select Income Fund position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 724 Insight Select Income Fund shares in Q3 2022, an estimated $11K.
Geneos Wealth Management first reported a position in Insight Select Income Fund in Q4 2016 and held it in 23 quarters.
Geneos Wealth Management's Insight Select Income Fund position peaked at $17K in Q2 2017.
30 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.