Geneos Wealth Management’s JBT Marel JBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-26	Closed	-$2K	–	2637
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	2443
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	2505
2021 Q4	$3K	Sell	26 -43	-62%	-$6.73K	﹤0.01%	2548
2021 Q3	$9K	Buy	69 +1	+1%	+$143	﹤0.01%	2278
2021 Q2	$9K	Hold	68	–	–	﹤0.01%	2250
2021 Q1	$9K	Hold	68	–	–	﹤0.01%	2441
2020 Q4	$9K	Sell	68 -43	-39%	-$4.43K	﹤0.01%	2277
2020 Q3	$10K	Hold	111	–	–	﹤0.01%	1959
2020 Q2	$8K	Hold	111	–	–	﹤0.01%	2017
2020 Q1	$8K	Sell	111 -103	-48%	-$10.3K	﹤0.01%	1912
2019 Q4	$24K	Hold	214	–	–	﹤0.01%	1612
2019 Q3	$21K	Hold	214	–	–	﹤0.01%	1593
2019 Q2	$25K	Hold	214	–	–	﹤0.01%	1539
2019 Q1	$19K	Hold	214	–	–	﹤0.01%	1609
2018 Q4	$14K	Hold	214	–	–	﹤0.01%	1676
2018 Q3	$25K	Hold	214	–	–	﹤0.01%	1488
2018 Q2	$19K	Hold	214	–	–	﹤0.01%	1480
2018 Q1	$24K	Hold	214	–	–	﹤0.01%	1321
2017 Q4	$23K	Hold	214	–	–	﹤0.01%	1334
2017 Q3	$21K	Hold	214	–	–	﹤0.01%	1309
2017 Q2	$20K	Hold	214	–	–	﹤0.01%	1287
2017 Q1	$18K	Hold	214	–	–	﹤0.01%	1282
2016 Q4	$18K	Hold	214	–	–	﹤0.01%	1236
2016 Q3	$15K	Hold	214	–	–	﹤0.01%	1245
2016 Q2	$13K	Hold	214	–	–	﹤0.01%	1262
2016 Q1	$12K	Buy	+214	New	+$10.4K	﹤0.01%	1266

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Geneos Wealth Management sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 26 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in JBTM in Q1 2016 and held it in 26 quarters. The position peaked at $25K in Q2 2019. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

Geneos Wealth Management reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 26 JBT Marel shares in Q3 2022, an estimated $2K.
Geneos Wealth Management first reported a position in JBT Marel in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's JBT Marel position peaked at $25K in Q2 2019.
269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

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