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Geneos Wealth Management’s Rocky Brands RCKY Stock Holding History

Geneos Wealth Management’s Portfolio RCKY Stock Details RCKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$13K – 2205
2017
Q3 		$13K Hold
1,000
– – ﹤0.01% 1491
2017
Q2 		$13K Hold
1,000
– – ﹤0.01% 1443
2017
Q1 		$11K Sell
1,000
-1,550
-61% -$17.8K ﹤0.01% 1457
2016
Q4 		$29K Sell
2,550
-850
-25% -$9.21K ﹤0.01% 1035
2016
Q3 		$35K Buy
3,400
+1,250
+58% +$13.6K ﹤0.01% 935
2016
Q2 		$24K Buy
2,150
+1,150
+115% +$13.7K ﹤0.01% 1056
2016
Q1 		$12K Buy
+1,000
New +$11.4K ﹤0.01% 1260

Other funds holding RCKY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's RCKY Position: Q4 2017 in Review

Geneos Wealth Management sold out of Rocky Brands (RCKY) in Q4 2017, closing a stake of 1,000 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in RCKY in Q1 2016 and held it in 7 quarters. The position peaked at $35K in Q3 2016. 58 funds tracked by Wall St. Rank hold RCKY as of Q4 2017.

  • Geneos Wealth Management reported no remaining Rocky Brands position as of Q4 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 Rocky Brands shares in Q4 2017, an estimated $13K.
  • Geneos Wealth Management first reported a position in Rocky Brands in Q1 2016 and held it in 7 quarters.
  • Geneos Wealth Management's Rocky Brands position peaked at $35K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Rocky Brands as of Q4 2017.

Based on Geneos Wealth Management's 13F filing for Q4 2017, filed 7 Sep 2021.