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Geneos Wealth Management’s Dorian LPG LPG Stock Holding History

Geneos Wealth Management’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$6.29K – 2593
2024
Q2 		$6.29K Buy
+150
New +$6.45K ﹤0.01% 1668
2022
Q2 		– Sell
-695
Closed -$10K – 2700
2022
Q1 		$10K Hold
695
– – ﹤0.01% 2093
2021
Q4 		$8K Hold
695
– – ﹤0.01% 2268
2021
Q3 		$8K Buy
+695
New +$8.68K ﹤0.01% 2304
2021
Q2 		– Sell
-90
Closed -$1K – 3003
2021
Q1 		$1K Buy
+90
New +$1.19K ﹤0.01% 3031

Other funds holding LPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's LPG Position: Q3 2024 in Review

Geneos Wealth Management sold out of Dorian LPG (LPG) in Q3 2024, closing a stake of 150 shares — an estimated $6.29K sold.

Geneos Wealth Management first reported a position in LPG in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 237 funds tracked by Wall St. Rank hold LPG as of Q3 2024.

  • Geneos Wealth Management reported no remaining Dorian LPG position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 150 Dorian LPG shares in Q3 2024, an estimated $6.29K.
  • Geneos Wealth Management first reported a position in Dorian LPG in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Dorian LPG position peaked at $10K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Dorian LPG as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.