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Geneos Wealth Management’s Radiant Logistics RLGT Stock Holding History

Geneos Wealth Management’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed -$2K – 2576
2019
Q3 		$2K Hold
500
– – ﹤0.01% 2322
2019
Q2 		$3K Hold
500
– – ﹤0.01% 2249
2019
Q1 		$3K Hold
500
– – ﹤0.01% 2178
2018
Q4 		$2K Hold
500
– – ﹤0.01% 2225
2018
Q3 		$2K Hold
500
– – ﹤0.01% 2280
2018
Q2 		$1K Hold
500
– – ﹤0.01% 2217
2018
Q1 		$1K Hold
500
– – ﹤0.01% 2124
2017
Q4 		$2K Hold
500
– – ﹤0.01% 2050
2017
Q3 		$2K Hold
500
– – ﹤0.01% 1995
2017
Q2 		$2K Buy
+500
New +$2.88K ﹤0.01% 1949

Other funds holding RLGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Geneos Wealth Management's RLGT Position: Q4 2019 in Review

Geneos Wealth Management sold out of Radiant Logistics (RLGT) in Q4 2019, closing a stake of 500 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in RLGT in Q2 2017 and held it in 10 quarters. The position peaked at $3K in Q2 2019. 106 funds tracked by Wall St. Rank hold RLGT as of Q4 2019.

  • Geneos Wealth Management reported no remaining Radiant Logistics position as of Q4 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Radiant Logistics shares in Q4 2019, an estimated $2K.
  • Geneos Wealth Management first reported a position in Radiant Logistics in Q2 2017 and held it in 10 quarters.
  • Geneos Wealth Management's Radiant Logistics position peaked at $3K in Q2 2019.
  • 106 funds tracked by Wall St. Rank held Radiant Logistics as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.