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Geneos Wealth Management’s LCI Industries LCII Stock Holding History

Geneos Wealth Management’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-17
Closed -$2K – 2208
2017
Q4 		$2K Hold
17
– – ﹤0.01% 2030
2017
Q3 		$1K Hold
17
– – ﹤0.01% 2056
2017
Q2 		$1K Hold
17
– – ﹤0.01% 2007
2017
Q1 		$1K Buy
+17
New +$1.83K ﹤0.01% 1995

Other funds holding LCII

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's LCII Position: Q1 2018 in Review

Geneos Wealth Management sold out of LCI Industries (LCII) in Q1 2018, closing a stake of 17 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in LCII in Q1 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 256 funds tracked by Wall St. Rank hold LCII as of Q1 2018.

  • Geneos Wealth Management reported no remaining LCI Industries position as of Q1 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 17 LCI Industries shares in Q1 2018, an estimated $2K.
  • Geneos Wealth Management first reported a position in LCI Industries in Q1 2017 and held it in 4 quarters.
  • Geneos Wealth Management's LCI Industries position peaked at $2K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held LCI Industries as of Q1 2018.

Based on Geneos Wealth Management's 13F filing for Q1 2018, filed 7 Sep 2021.