GWM
LADR

Geneos Wealth Management’s Ladder Capital LADR Stock Holding History

Geneos Wealth Management’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-503
Closed -$3K – 2949
2020
Q3 		$3K Buy
503
+3
+0.6% +$23 ﹤0.01% 2321
2020
Q2 		$3K Hold
500
– – ﹤0.01% 2282
2020
Q1 		$3K Hold
500
– – ﹤0.01% 2176
2019
Q4 		$9K Buy
+500
New +$8.63K ﹤0.01% 2008

Other funds holding LADR

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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
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of Ladder Capital (LADR) in Q4 2020, closing a stake of 503 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in LADR in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 178 funds tracked by Wall St. Rank hold LADR as of Q4 2020.

  • Geneos Wealth Management reported no remaining Ladder Capital position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 503 Ladder Capital shares in Q4 2020, an estimated $3K.
  • Geneos Wealth Management first reported a position in Ladder Capital in Q4 2019 and held it in 4 quarters.
  • Geneos Wealth Management's Ladder Capital position peaked at $9K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2020.

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