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Geneos Wealth Management’s Kadant KAI Stock Holding History

Geneos Wealth Management’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6
Closed -$1K – 2319
2022
Q2 		$1K Hold
6
– – ﹤0.01% 2503
2022
Q1 		$1K Hold
6
– – ﹤0.01% 2658
2021
Q4 		$1K Hold
6
– – ﹤0.01% 2682
2021
Q3 		$1K Hold
6
– – ﹤0.01% 2753
2021
Q2 		$1K Sell
6
-20
-77% -$3.52K ﹤0.01% 2765
2021
Q1 		$4K Hold
26
– – ﹤0.01% 2716
2020
Q4 		$1K Buy
+26
New +$3.31K ﹤0.01% 2798
2017
Q4 		– Sell
-106
Closed -$10K – 2192
2017
Q3 		$10K Buy
+106
New +$8.99K ﹤0.01% 1577

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of Kadant (KAI) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in KAI in Q3 2017 and held it in 8 quarters. The position peaked at $10K in Q3 2017. 181 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

  • Geneos Wealth Management reported no remaining Kadant position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 6 Kadant shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Kadant in Q3 2017 and held it in 8 quarters.
  • Geneos Wealth Management's Kadant position peaked at $10K in Q3 2017.
  • 181 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

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