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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geneos Wealth Management's KMPR Position: Q2 2018 in Review

Geneos Wealth Management sold out of Kemper (KMPR) in Q2 2018, closing a stake of 5,715 shares — an estimated $325K sold.

Geneos Wealth Management first reported a position in KMPR in Q1 2016 and held it in 9 quarters. The position peaked at $393K in Q4 2017. 214 funds tracked by Wall St. Rank hold KMPR as of Q2 2018.

Geneos Wealth Management reported no remaining Kemper position as of Q2 2018 after selling out during the quarter.
Geneos Wealth Management sold 5,715 Kemper shares in Q2 2018, an estimated $325K.
Geneos Wealth Management first reported a position in Kemper in Q1 2016 and held it in 9 quarters.
Geneos Wealth Management's Kemper position peaked at $393K in Q4 2017.
214 funds tracked by Wall St. Rank held Kemper as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.