GWM
OLP

Geneos Wealth Management’s One Liberty Properties OLP Stock Holding History

Geneos Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-300
Closed -$7K – 1987
2016
Q2 		$7K Hold
300
– – ﹤0.01% 1434
2016
Q1 		$6K Buy
+300
New +$6.3K ﹤0.01% 1446

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IP
InvenTrust Properties Downers Grove, Illinois $1.08M AUM 0.39% 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 OLP Position: Q3 2016 in Review

Geneos Wealth Management sold out of One Liberty Properties (OLP) in Q3 2016, closing a stake of 300 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in OLP in Q1 2016 and held it in 2 quarters. The position peaked at $7K in Q2 2016. 112 funds tracked by Wall St. Rank hold OLP as of Q3 2016.

  • Geneos Wealth Management reported no remaining One Liberty Properties position as of Q3 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 300 One Liberty Properties shares in Q3 2016, an estimated $7K.
  • Geneos Wealth Management first reported a position in One Liberty Properties in Q1 2016 and held it in 2 quarters.
  • Geneos Wealth Management's One Liberty Properties position peaked at $7K in Q2 2016.
  • 112 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2016.

Based on Geneos Wealth Management's 13F filing for Q3 2016, filed 7 Sep 2021.