GWM
RESN

Geneos Wealth Management’s Resonant Inc. RESN Stock Holding History

Geneos Wealth Management’s Portfolio RESN Stock Details RESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,927
Closed -$27K – 2465
2018
Q2 		$27K Buy
+4,927
New +$22.4K ﹤0.01% 1336

Other funds holding RESN

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBCM
Boardman Bay Capital Management New York $60.1M AUM 9.16% 1-Year Est. Return

Geneos Wealth Management's RESN Position: Q3 2018 in Review

Geneos Wealth Management sold out of Resonant Inc. (RESN) in Q3 2018, closing a stake of 4,927 shares — an estimated $27K sold.

Geneos Wealth Management first reported a position in RESN in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 39 funds tracked by Wall St. Rank hold RESN as of Q3 2018.

  • Geneos Wealth Management reported no remaining Resonant Inc. position as of Q3 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 4,927 Resonant Inc. shares in Q3 2018, an estimated $27K.
  • Geneos Wealth Management first reported a position in Resonant Inc. in Q2 2018 and held it in 1 quarter.
  • Geneos Wealth Management's Resonant Inc. position peaked at $27K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held Resonant Inc. as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.