Geneos Wealth Management’s PARSLEY ENERGY INC PE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-720	Closed	-$20K	–	2365
2018 Q1	$20K	Sell	720 -9,316	-93%	-$248K	﹤0.01%	1402
2017 Q4	$295K	Sell	10,036 -44	-0.4%	-$1.18K	0.03%	426
2017 Q3	$265K	Hold	10,080	–	–	0.03%	433
2017 Q2	$279K	Hold	10,080	–	–	0.03%	413
2017 Q1	$327K	Sell	10,080 -77	-0.8%	-$2.55K	0.03%	371
2016 Q4	$357K	Buy	10,157 +306	+3%	+$10.8K	0.05%	326
2016 Q3	$330K	Buy	9,851 +121	+1%	+$3.79K	0.04%	336
2016 Q2	$264K	Hold	9,730	–	–	0.04%	379
2016 Q1	$222K	Buy	+9,730	New	+$180K	0.03%	410

Other funds holding PE

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's PE Position: Q2 2018 in Review

Geneos Wealth Management sold out of PARSLEY ENERGY INC (PE) in Q2 2018, closing a stake of 720 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in PE in Q1 2016 and held it in 9 quarters. The position peaked at $357K in Q4 2016. 355 funds tracked by Wall St. Rank hold PE as of Q2 2018.

Geneos Wealth Management reported no remaining PARSLEY ENERGY INC position as of Q2 2018 after selling out during the quarter.
Geneos Wealth Management sold 720 PARSLEY ENERGY INC shares in Q2 2018, an estimated $20K.
Geneos Wealth Management first reported a position in PARSLEY ENERGY INC in Q1 2016 and held it in 9 quarters.
Geneos Wealth Management's PARSLEY ENERGY INC position peaked at $357K in Q4 2016.
355 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.