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Geneos Wealth Management’s Insight Enterprises NSIT Stock Holding History

Geneos Wealth Management’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21
Closed -$2K – 3032
2021
Q1 		$2K Buy
+21
New +$1.8K ﹤0.01% 2911

Other funds holding NSIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Insight Enterprises (NSIT) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in NSIT in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 242 funds tracked by Wall St. Rank hold NSIT as of Q2 2021.

  • Geneos Wealth Management reported no remaining Insight Enterprises position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 21 Insight Enterprises shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in Insight Enterprises in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Insight Enterprises position peaked at $2K in Q1 2021.
  • 242 funds tracked by Wall St. Rank held Insight Enterprises as of Q2 2021.

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