Geneos Wealth Management’s John Hancock Investors Trust JHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-850	Closed	-$11K	–	2311
2022 Q2	$11K	Hold	850	–	–	﹤0.01%	1908
2022 Q1	$14K	Hold	850	–	–	﹤0.01%	1943
2021 Q4	$16K	Hold	850	–	–	﹤0.01%	1994
2021 Q3	$15K	Hold	850	–	–	﹤0.01%	2062
2021 Q2	$16K	Hold	850	–	–	﹤0.01%	2022
2021 Q1	$15K	Hold	850	–	–	﹤0.01%	2206
2020 Q4	$15K	Hold	850	–	–	﹤0.01%	2051
2020 Q3	$13K	Sell	850 -1,500	-64%	-$24.1K	﹤0.01%	1857
2020 Q2	$34K	Hold	2,350	–	–	﹤0.01%	1391
2020 Q1	$28K	Sell	2,350 -1,225	-34%	-$20K	﹤0.01%	1373
2019 Q4	$63K	Hold	3,575	–	–	﹤0.01%	1143
2019 Q3	$60K	Hold	3,575	–	–	﹤0.01%	1095
2019 Q2	$58K	Buy	3,575 +1,500	+72%	+$24.1K	﹤0.01%	1114
2019 Q1	$32K	Buy	2,075 +800	+63%	+$12.3K	﹤0.01%	1357
2018 Q4	$18K	Hold	1,275	–	–	﹤0.01%	1545
2018 Q3	$20K	Hold	1,275	–	–	﹤0.01%	1567
2018 Q2	$20K	Hold	1,275	–	–	﹤0.01%	1443
2018 Q1	$21K	Buy	1,275 +425	+50%	+$7.29K	﹤0.01%	1374
2017 Q4	$14K	Hold	850	–	–	﹤0.01%	1515
2017 Q3	$15K	Hold	850	–	–	﹤0.01%	1432
2017 Q2	$14K	Hold	850	–	–	﹤0.01%	1407
2017 Q1	$14K	Hold	850	–	–	﹤0.01%	1370
2016 Q4	$14K	Hold	850	–	–	﹤0.01%	1329
2016 Q3	$14K	Hold	850	–	–	﹤0.01%	1256
2016 Q2	$14K	Hold	850	–	–	﹤0.01%	1229
2016 Q1	$13K	Buy	+850	New	+$12.2K	﹤0.01%	1222

Other funds holding JHI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WAM

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

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

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

Geneos Wealth Management sold out of John Hancock Investors Trust (JHI) in Q3 2022, closing a stake of 850 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in JHI in Q1 2016 and held it in 26 quarters. The position peaked at $63K in Q4 2019. 26 funds tracked by Wall St. Rank hold JHI as of Q3 2022.

Geneos Wealth Management reported no remaining John Hancock Investors Trust position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 850 John Hancock Investors Trust shares in Q3 2022, an estimated $11K.
Geneos Wealth Management first reported a position in John Hancock Investors Trust in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's John Hancock Investors Trust position peaked at $63K in Q4 2019.
26 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2022.

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