GWM
PW

Geneos Wealth Management’s Power REIT PW Stock Holding History

Geneos Wealth Management’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10
Closed -$3K – 2745
2022
Q1 		$3K Hold
10
– – ﹤0.01% 2486
2021
Q4 		$6K Hold
10
– – ﹤0.01% 2363
2021
Q3 		$4K Hold
10
– – ﹤0.01% 2524
2021
Q2 		$3K Hold
10
– – ﹤0.01% 2593
2021
Q1 		$4K Hold
10
– – ﹤0.01% 2736
2020
Q4 		$4K Hold
10
– – ﹤0.01% 2554
2020
Q3 		$1K Hold
10
– – ﹤0.01% 2559
2020
Q2 		$3K Hold
10
– – ﹤0.01% 2295
2020
Q1 		$1K Buy
+10
New +$1.01K ﹤0.01% 2411
2019
Q4 		– Sell
-10
Closed -$1K – 2574
2019
Q3 		$1K Buy
+10
New +$913 ﹤0.01% 2428

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geneos Wealth Management's PW Position: Q2 2022 in Review

Geneos Wealth Management sold out of Power REIT (PW) in Q2 2022, closing a stake of 10 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in PW in Q3 2019 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 33 funds tracked by Wall St. Rank hold PW as of Q2 2022.

  • Geneos Wealth Management reported no remaining Power REIT position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 10 Power REIT shares in Q2 2022, an estimated $3K.
  • Geneos Wealth Management first reported a position in Power REIT in Q3 2019 and held it in 10 quarters.
  • Geneos Wealth Management's Power REIT position peaked at $6K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Power REIT as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.