GWM
REGI

Geneos Wealth Management’s Renewable Energy Group, Inc. REGI Stock Holding History

Geneos Wealth Management’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-132
Closed -$8K – 2879
2022
Q1 		$8K Hold
132
– – ﹤0.01% 2197
2021
Q4 		$5K Sell
132
-158
-54% -$8.07K ﹤0.01% 2433
2021
Q3 		$14K Hold
290
– – ﹤0.01% 2101
2021
Q2 		$17K Buy
290
+69
+31% +$4.31K ﹤0.01% 2007
2021
Q1 		$12K Buy
221
+32
+17% +$2.75K ﹤0.01% 2317
2020
Q4 		$10K Buy
+189
New +$11.6K ﹤0.01% 2239

Other funds holding REGI

HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Geneos Wealth Management sold out of Renewable Energy Group, Inc. (REGI) in Q2 2022, closing a stake of 132 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in REGI in Q4 2020 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 5 funds tracked by Wall St. Rank hold REGI as of Q2 2022.

  • Geneos Wealth Management reported no remaining Renewable Energy Group, Inc. position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 132 Renewable Energy Group, Inc. shares in Q2 2022, an estimated $8K.
  • Geneos Wealth Management first reported a position in Renewable Energy Group, Inc. in Q4 2020 and held it in 6 quarters.
  • Geneos Wealth Management's Renewable Energy Group, Inc. position peaked at $17K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2022.

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