GWM
KMPR icon

Geneos Wealth Management’s Kemper KMPR Stock Holding History

Geneos Wealth Management’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,715
Closed -$325K – 2296
2018
Q1 		$325K Hold
5,715
– – 0.03% 399
2017
Q4 		$393K Hold
5,715
– – 0.04% 366
2017
Q3 		$302K Hold
5,715
– – 0.03% 402
2017
Q2 		$220K Buy
5,715
+3,915
+218% +$153K 0.02% 471
2017
Q1 		$71K Hold
1,800
– – 0.01% 766
2016
Q4 		$79K Hold
1,800
– – 0.01% 679
2016
Q3 		$70K Hold
1,800
– – 0.01% 689
2016
Q2 		$56K Hold
1,800
– – 0.01% 770
2016
Q1 		$53K Buy
+1,800
New +$54K 0.01% 778

Other funds holding KMPR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return