GWM
KINS icon

Geneos Wealth Management’s Kingstone Companies KINS Stock Holding History

Geneos Wealth Management’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$1K – 2946
2020
Q3 		$1K Hold
300
– – ﹤0.01% 2536
2020
Q2 		$1K Sell
300
-1,780
-86% -$8.41K ﹤0.01% 2475
2020
Q1 		$10K Hold
2,080
– – ﹤0.01% 1819
2019
Q4 		$15K Sell
2,080
-390
-16% -$3.1K ﹤0.01% 1803
2019
Q3 		$21K Hold
2,470
– – ﹤0.01% 1578
2019
Q2 		$21K Sell
2,470
-830
-25% -$8.84K ﹤0.01% 1601
2019
Q1 		$48K Buy
3,300
+200
+6% +$3.26K ﹤0.01% 1163
2018
Q4 		$56K Hold
3,100
– – ﹤0.01% 1040
2018
Q3 		$58K Buy
3,100
+500
+19% +$8.73K ﹤0.01% 1101
2018
Q2 		$43K Buy
2,600
+500
+24% +$8.64K ﹤0.01% 1117
2018
Q1 		$35K Buy
2,100
+500
+31% +$9.88K ﹤0.01% 1156
2017
Q4 		$30K Hold
1,600
– – ﹤0.01% 1235
2017
Q3 		$26K Hold
1,600
– – ﹤0.01% 1227
2017
Q2 		$24K Hold
1,600
– – ﹤0.01% 1203
2017
Q1 		$25K Buy
+1,600
New +$22K ﹤0.01% 1161

Other funds holding KINS

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

Geneos Wealth Management's KINS Position: Q4 2020 in Review

Geneos Wealth Management sold out of Kingstone Companies (KINS) in Q4 2020, closing a stake of 300 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in KINS in Q1 2017 and held it in 15 quarters. The position peaked at $58K in Q3 2018. 28 funds tracked by Wall St. Rank hold KINS as of Q4 2020.

  • Geneos Wealth Management reported no remaining Kingstone Companies position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 300 Kingstone Companies shares in Q4 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in Kingstone Companies in Q1 2017 and held it in 15 quarters.
  • Geneos Wealth Management's Kingstone Companies position peaked at $58K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held Kingstone Companies as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.