GWM
PHX

Geneos Wealth Management’s PHX Minerals PHX Stock Holding History

Geneos Wealth Management’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,913
Closed -$36K – 2924
2021
Q4 		$36K Hold
16,913
– – ﹤0.01% 1627
2021
Q3 		$53K Hold
16,913
– – ﹤0.01% 1468
2021
Q2 		$71K Hold
16,913
– – ﹤0.01% 1321
2021
Q1 		$48K Hold
16,913
– – ﹤0.01% 1658
2020
Q4 		$52K Buy
+16,913
New +$30.7K ﹤0.01% 1444

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geneos Wealth Management's PHX Position: Q1 2022 in Review

Geneos Wealth Management sold out of PHX Minerals (PHX) in Q1 2022, closing a stake of 16,913 shares — an estimated $36K sold.

Geneos Wealth Management first reported a position in PHX in Q4 2020 and held it in 5 quarters. The position peaked at $71K in Q2 2021. 47 funds tracked by Wall St. Rank hold PHX as of Q1 2022.

  • Geneos Wealth Management reported no remaining PHX Minerals position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 16,913 PHX Minerals shares in Q1 2022, an estimated $36K.
  • Geneos Wealth Management first reported a position in PHX Minerals in Q4 2020 and held it in 5 quarters.
  • Geneos Wealth Management's PHX Minerals position peaked at $71K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.