Geneos Wealth Management’s LifeVantage LFVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-308	Closed	-$2K	–	2998
2021 Q1	$2K	Buy	+308	New	+$2.87K	﹤0.01%	2900
2020 Q2	–	Sell	-483	Closed	-$4K	–	2595
2020 Q1	$4K	Sell	483 -305	-39%	-$4.18K	﹤0.01%	2109
2019 Q4	$12K	Hold	788	–	–	﹤0.01%	1894
2019 Q3	$11K	Hold	788	–	–	﹤0.01%	1861
2019 Q2	$10K	Hold	788	–	–	﹤0.01%	1909
2019 Q1	$11K	Hold	788	–	–	﹤0.01%	1808
2018 Q4	$10K	Hold	788	–	–	﹤0.01%	1785
2018 Q3	$8K	Hold	788	–	–	﹤0.01%	1923
2018 Q2	$5K	Hold	788	–	–	﹤0.01%	1916
2018 Q1	$2K	Hold	788	–	–	﹤0.01%	2041
2017 Q4	$3K	Hold	788	–	–	﹤0.01%	1949
2017 Q3	$3K	Hold	788	–	–	﹤0.01%	1900
2017 Q2	$3K	Hold	788	–	–	﹤0.01%	1852
2017 Q1	$4K	Hold	788	–	–	﹤0.01%	1744
2016 Q4	$6K	Sell	788 -115	-13%	-$983	﹤0.01%	1582
2016 Q3	$8K	Hold	903	–	–	﹤0.01%	1445
2016 Q2	$12K	Hold	903	–	–	﹤0.01%	1276
2016 Q1	$8K	Buy	+903	New	+$8.02K	﹤0.01%	1381

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

Geneos Wealth Management's LFVN Position: Q2 2021 in Review

Geneos Wealth Management sold out of LifeVantage (LFVN) in Q2 2021, closing a stake of 308 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in LFVN in Q1 2016 and held it in 18 quarters. The position peaked at $12K in Q4 2019. 76 funds tracked by Wall St. Rank hold LFVN as of Q2 2021.

Geneos Wealth Management reported no remaining LifeVantage position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 308 LifeVantage shares in Q2 2021, an estimated $2K.
Geneos Wealth Management first reported a position in LifeVantage in Q1 2016 and held it in 18 quarters.
Geneos Wealth Management's LifeVantage position peaked at $12K in Q4 2019.
76 funds tracked by Wall St. Rank held LifeVantage as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.