Geneos Wealth Management’s Kennametal KMT Stock Holding History

Geneos Wealth Management’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-800	Closed	-$28K	–	2876
2021 Q4	$28K	Hold	800	–	–	﹤0.01%	1715
2021 Q3	$28K	Hold	800	–	–	﹤0.01%	1755
2021 Q2	$28K	Hold	800	–	–	﹤0.01%	1747
2021 Q1	$32K	Hold	800	–	–	﹤0.01%	1848
2020 Q4	$31K	Sell	800 -195	-20%	-$6.7K	﹤0.01%	1683
2020 Q3	$28K	Hold	995	–	–	﹤0.01%	1503
2020 Q2	$27K	Hold	995	–	–	﹤0.01%	1490
2020 Q1	$17K	Hold	995	–	–	﹤0.01%	1578
2019 Q4	$36K	Hold	995	–	–	﹤0.01%	1423
2019 Q3	$29K	Hold	995	–	–	﹤0.01%	1442
2019 Q2	$36K	Hold	995	–	–	﹤0.01%	1352
2019 Q1	$36K	Hold	995	–	–	﹤0.01%	1304
2018 Q4	$32K	Hold	995	–	–	﹤0.01%	1304
2018 Q3	$43K	Hold	995	–	–	﹤0.01%	1246
2018 Q2	$35K	Hold	995	–	–	﹤0.01%	1208
2018 Q1	$39K	Hold	995	–	–	﹤0.01%	1113
2017 Q4	$48K	Hold	995	–	–	﹤0.01%	1012
2017 Q3	$40K	Buy	995 +195	+24%	+$7.21K	﹤0.01%	1062
2017 Q2	$29K	Hold	800	–	–	﹤0.01%	1133
2017 Q1	$31K	Buy	+800	New	+$29.5K	﹤0.01%	1074

Other funds holding KMT

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's KMT Position: Q1 2022 in Review

Geneos Wealth Management sold out of Kennametal (KMT) in Q1 2022, closing a stake of 800 shares — an estimated $28K sold.

Geneos Wealth Management first reported a position in KMT in Q1 2017 and held it in 20 quarters. The position peaked at $48K in Q4 2017. 231 funds tracked by Wall St. Rank hold KMT as of Q1 2022.

Geneos Wealth Management reported no remaining Kennametal position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 800 Kennametal shares in Q1 2022, an estimated $28K.
Geneos Wealth Management first reported a position in Kennametal in Q1 2017 and held it in 20 quarters.
Geneos Wealth Management's Kennametal position peaked at $48K in Q4 2017.
231 funds tracked by Wall St. Rank held Kennametal as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.