GWM
LOMA

Geneos Wealth Management’s Loma Negra LOMA Stock Holding History

Geneos Wealth Management’s Portfolio LOMA Stock Details LOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-513
Closed -$6K – 2519
2019
Q2 		$6K Hold
513
– – ﹤0.01% 2075
2019
Q1 		$5K Hold
513
– – ﹤0.01% 2041
2018
Q4 		$5K Hold
513
– – ﹤0.01% 1987
2018
Q3 		$4K Buy
+513
New +$4.88K ﹤0.01% 2117

Other funds holding LOMA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TI
TT International London, United Kingdom $1.94B AUM
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
DADR
Dynamo Administracao de Recursos Rio De Janeiro, Brazil $18.5M AUM 37.41% 1-Year Est. Return

Geneos Wealth Management's LOMA Position: Q3 2019 in Review

Geneos Wealth Management sold out of Loma Negra (LOMA) in Q3 2019, closing a stake of 513 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in LOMA in Q3 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 69 funds tracked by Wall St. Rank hold LOMA as of Q3 2019.

  • Geneos Wealth Management reported no remaining Loma Negra position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 513 Loma Negra shares in Q3 2019, an estimated $6K.
  • Geneos Wealth Management first reported a position in Loma Negra in Q3 2018 and held it in 4 quarters.
  • Geneos Wealth Management's Loma Negra position peaked at $6K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held Loma Negra as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.