GWM
PDFS icon

Geneos Wealth Management’s PDF Solutions PDFS Stock Holding History

Geneos Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-700
Closed -$9K – 1834
2016
Q1 		$9K Buy
+700
New +$7.67K ﹤0.01% 1349

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WA
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Geneos Wealth Management's PDFS Position: Q2 2016 in Review

Geneos Wealth Management sold out of PDF Solutions (PDFS) in Q2 2016, closing a stake of 700 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in PDFS in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 107 funds tracked by Wall St. Rank hold PDFS as of Q2 2016.

  • Geneos Wealth Management reported no remaining PDF Solutions position as of Q2 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 700 PDF Solutions shares in Q2 2016, an estimated $9K.
  • Geneos Wealth Management first reported a position in PDF Solutions in Q1 2016 and held it in 1 quarter.
  • Geneos Wealth Management's PDF Solutions position peaked at $9K in Q1 2016.
  • 107 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2016.

Based on Geneos Wealth Management's 13F filing for Q2 2016, filed 7 Sep 2021.