GWM
PLOW icon

Geneos Wealth Management’s Douglas Dynamics PLOW Stock Holding History

Geneos Wealth Management’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$6.38K – 2105
2023
Q1 		$6.38K Buy
+200
New +$7.37K ﹤0.01% 1671
2022
Q4 		– Sell
-200
Closed -$5K – 2074
2022
Q3 		$5K Hold
200
– – ﹤0.01% 1696
2022
Q2 		$5K Hold
200
– – ﹤0.01% 2197
2022
Q1 		$6K Hold
200
– – ﹤0.01% 2288
2021
Q4 		$7K Hold
200
– – ﹤0.01% 2311
2021
Q3 		$7K Hold
200
– – ﹤0.01% 2361
2021
Q2 		$8K Hold
200
– – ﹤0.01% 2294
2021
Q1 		$8K Hold
200
– – ﹤0.01% 2492
2020
Q4 		$9K Sell
200
-1,031
-84% -$39.6K ﹤0.01% 2266
2020
Q3 		$42K Buy
1,231
+1
+0.1% +$37 ﹤0.01% 1333
2020
Q2 		$42K Hold
1,230
– – ﹤0.01% 1284
2020
Q1 		$40K Hold
1,230
– – ﹤0.01% 1213
2019
Q4 		$68K Hold
1,230
– – ﹤0.01% 1106
2019
Q3 		$56K Hold
1,230
– – ﹤0.01% 1129
2019
Q2 		$48K Sell
1,230
-400
-25% -$15.2K ﹤0.01% 1214
2019
Q1 		$62K Hold
1,630
– – ﹤0.01% 1042
2018
Q4 		$58K Sell
1,630
-1,360
-45% -$53.3K ﹤0.01% 1025
2018
Q3 		$131K Buy
2,990
+3
+0.1% +$140 0.01% 797
2018
Q2 		$143K Buy
2,987
+7
+0.2% +$316 0.01% 667
2018
Q1 		$129K Hold
2,980
– – 0.01% 661
2017
Q4 		$112K Buy
2,980
+4
+0.1% +$160 0.01% 708
2017
Q3 		$117K Sell
2,976
-2,177
-42% -$74.3K 0.01% 653
2017
Q2 		$169K Buy
5,153
+5
+0.1% +$154 0.02% 542
2017
Q1 		$157K Sell
5,148
-646
-11% -$21K 0.02% 538
2016
Q4 		$194K Buy
5,794
+4
+0.1% +$127 0.03% 462
2016
Q3 		$184K Buy
5,790
+4
+0.1% +$120 0.02% 462
2016
Q2 		$148K Buy
5,786
+5
+0.1% +$112 0.02% 505
2016
Q1 		$133K Buy
+5,781
New +$116K 0.02% 516

Other funds holding PLOW

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Geneos Wealth Management's PLOW Position: Q2 2023 in Review

Geneos Wealth Management sold out of Douglas Dynamics (PLOW) in Q2 2023, closing a stake of 200 shares — an estimated $6.38K sold.

Geneos Wealth Management first reported a position in PLOW in Q1 2016 and held it in 28 quarters. The position peaked at $194K in Q4 2016. 126 funds tracked by Wall St. Rank hold PLOW as of Q2 2023.

  • Geneos Wealth Management reported no remaining Douglas Dynamics position as of Q2 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Douglas Dynamics shares in Q2 2023, an estimated $6.38K.
  • Geneos Wealth Management first reported a position in Douglas Dynamics in Q1 2016 and held it in 28 quarters.
  • Geneos Wealth Management's Douglas Dynamics position peaked at $194K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.