Geneos Wealth Management’s Orbital Infrastructure Group, Inc. Common Stock OIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-125	Closed	-$750	–	2141
2023 Q1	$750	Hold	125	–	–	﹤0.01%	2021
2022 Q4	$1K	Hold	125	–	–	﹤0.01%	1963
2022 Q3	$2K	Sell	125 -11	-8%	-$305	﹤0.01%	1894
2022 Q2	$3K	Hold	136	–	–	﹤0.01%	2352
2022 Q1	$9K	Hold	136	–	–	﹤0.01%	2147
2021 Q4	$11K	Buy	136 +11	+9%	+$1.16K	﹤0.01%	2160
2021 Q3	$15K	Hold	125	–	–	﹤0.01%	2081
2021 Q2	$20K	Hold	125	–	–	﹤0.01%	1929
2021 Q1	$21K	Hold	125	–	–	﹤0.01%	2070
2020 Q4	$26K	Hold	125	–	–	﹤0.01%	1765
2020 Q3	$3K	Hold	125	–	–	﹤0.01%	2363
2020 Q2	$3K	Buy	+125	New	+$3.69K	﹤0.01%	2322

Other funds holding OIG

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Geneos Wealth Management's OIG Position: Q2 2023 in Review

Geneos Wealth Management sold out of Orbital Infrastructure Group, Inc. Common Stock (OIG) in Q2 2023, closing a stake of 125 shares — an estimated $750 sold.

Geneos Wealth Management first reported a position in OIG in Q2 2020 and held it in 12 quarters. The position peaked at $26K in Q4 2020. 24 funds tracked by Wall St. Rank hold OIG as of Q2 2023.

Geneos Wealth Management reported no remaining Orbital Infrastructure Group, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 125 Orbital Infrastructure Group, Inc. Common Stock shares in Q2 2023, an estimated $750.
Geneos Wealth Management first reported a position in Orbital Infrastructure Group, Inc. Common Stock in Q2 2020 and held it in 12 quarters.
Geneos Wealth Management's Orbital Infrastructure Group, Inc. Common Stock position peaked at $26K in Q4 2020.
24 funds tracked by Wall St. Rank held Orbital Infrastructure Group, Inc. Common Stock as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.