GWM
KSU

Geneos Wealth Management’s Kansas City Southern KSU Stock Holding History

Geneos Wealth Management’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,132
Closed -$313K – 2921
2021
Q3 		$313K Sell
1,132
-80
-7% -$22.3K 0.01% 695
2021
Q2 		$344K Sell
1,212
-95
-7% -$27.4K 0.01% 654
2021
Q1 		$382K Buy
1,307
+125
+11% +$27.2K 0.01% 708
2020
Q4 		$300K Sell
1,182
-130
-10% -$24.4K 0.01% 681
2020
Q3 		$240K Hold
1,312
– – 0.01% 628
2020
Q2 		$191K Sell
1,312
-115
-8% -$16.2K 0.01% 689
2020
Q1 		$182K Sell
1,427
-80
-5% -$12.2K 0.01% 641
2019
Q4 		$232K Hold
1,507
– – 0.01% 651
2019
Q3 		$199K Sell
1,507
-61
-4% -$7.6K 0.01% 664
2019
Q2 		$191K Sell
1,568
-30
-2% -$3.59K 0.01% 684
2019
Q1 		$185K Buy
1,598
+473
+42% +$51.1K 0.01% 668
2018
Q4 		$107K Buy
1,125
+59
+6% +$5.99K 0.01% 821
2018
Q3 		$120K Hold
1,066
– – 0.01% 821
2018
Q2 		$112K Buy
1,066
+180
+20% +$19.6K 0.01% 757
2018
Q1 		$97K Sell
886
-45
-5% -$4.88K 0.01% 765
2017
Q4 		$97K Hold
931
– – 0.01% 750
2017
Q3 		$101K Hold
931
– – 0.01% 699
2017
Q2 		$97K Sell
931
-149
-14% -$14K 0.01% 692
2017
Q1 		$92K Sell
1,080
-197
-15% -$16.9K 0.01% 681
2016
Q4 		$108K Buy
1,277
+2
+0.2% +$176 0.01% 600
2016
Q3 		$119K Buy
1,275
+1
+0.1% +$95 0.02% 558
2016
Q2 		$114K Buy
1,274
+73
+6% +$6.64K 0.02% 560
2016
Q1 		$103K Buy
+1,201
New +$93.7K 0.02% 573

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Geneos Wealth Management's KSU Position: Q4 2021 in Review

Geneos Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,132 shares — an estimated $313K sold.

Geneos Wealth Management first reported a position in KSU in Q1 2016 and held it in 23 quarters. The position peaked at $382K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Geneos Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 1,132 Kansas City Southern shares in Q4 2021, an estimated $313K.
  • Geneos Wealth Management first reported a position in Kansas City Southern in Q1 2016 and held it in 23 quarters.
  • Geneos Wealth Management's Kansas City Southern position peaked at $382K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.