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Geneos Wealth Management’s NETGEAR NTGR Stock Holding History

Geneos Wealth Management’s Portfolio NTGR Stock Details NTGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-800
Closed -$50K – 2440
2018
Q2 		$50K Hold
800
– – ﹤0.01% 1044
2018
Q1 		$45K Hold
800
– – ﹤0.01% 1040
2017
Q4 		$47K Buy
+800
New +$41K ﹤0.01% 1027

Other funds holding NTGR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geneos Wealth Management's NTGR Position: Q3 2018 in Review

Geneos Wealth Management sold out of NETGEAR (NTGR) in Q3 2018, closing a stake of 800 shares — an estimated $50K sold.

Geneos Wealth Management first reported a position in NTGR in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q2 2018. 211 funds tracked by Wall St. Rank hold NTGR as of Q3 2018.

  • Geneos Wealth Management reported no remaining NETGEAR position as of Q3 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 800 NETGEAR shares in Q3 2018, an estimated $50K.
  • Geneos Wealth Management first reported a position in NETGEAR in Q4 2017 and held it in 3 quarters.
  • Geneos Wealth Management's NETGEAR position peaked at $50K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held NETGEAR as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.