GWM
JOAN

Geneos Wealth Management’s JOANN, Inc. Common Stock JOAN Stock Holding History

Geneos Wealth Management’s Portfolio JOAN Stock Details JOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,300
Closed -$6.55K – 2123
2022
Q4 		$6.55K Sell
2,300
-1,490
-39% -$7.04K ﹤0.01% 1641
2022
Q3 		$25K Sell
3,790
-45
-1% -$385 ﹤0.01% 1258
2022
Q2 		$29K Buy
3,835
+1,035
+37% +$9.49K ﹤0.01% 1520
2022
Q1 		$31K Buy
2,800
+1,300
+87% +$14.7K ﹤0.01% 1596
2021
Q4 		$15K Buy
+1,500
New +$15.7K ﹤0.01% 2037

Other funds holding JOAN

LGP
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RA
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return