Geneos Wealth Management’s POSCO PKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$10.9K	–	2086
2022 Q4	$10.9K	Hold	200	–	–	﹤0.01%	1507
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	1618
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	2040
2022 Q1	$11K	Hold	200	–	–	﹤0.01%	2060
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	2149
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	2114
2021 Q2	$15K	Hold	200	–	–	﹤0.01%	2054
2021 Q1	$16K	Hold	200	–	–	﹤0.01%	2183
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	2084
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	2037
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	2052
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	1994
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	1980
2019 Q3	$9K	Buy	+200	New	+$9.38K	﹤0.01%	1931
2017 Q2	–	Sell	-174	Closed	-$11K	–	2121
2017 Q1	$11K	Hold	174	–	–	﹤0.01%	1456
2016 Q4	$9K	Hold	174	–	–	﹤0.01%	1472
2016 Q3	$8K	Buy	174 +1	+0.6%	+$49	﹤0.01%	1449
2016 Q2	$7K	Buy	173 +62	+56%	+$2.91K	﹤0.01%	1437
2016 Q1	$5K	Buy	+111	New	+$4.39K	﹤0.01%	1497

Other funds holding PKX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

Geneos Wealth Management's PKX Position: Q1 2023 in Review

Geneos Wealth Management sold out of POSCO (PKX) in Q1 2023, closing a stake of 200 shares — an estimated $10.9K sold.

Geneos Wealth Management first reported a position in PKX in Q1 2016 and held it in 19 quarters. The position peaked at $16K in Q1 2021. 171 funds tracked by Wall St. Rank hold PKX as of Q1 2023.

Geneos Wealth Management reported no remaining POSCO position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 200 POSCO shares in Q1 2023, an estimated $10.9K.
Geneos Wealth Management first reported a position in POSCO in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's POSCO position peaked at $16K in Q1 2021.
171 funds tracked by Wall St. Rank held POSCO as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.