Geneos Wealth Management’s Gibraltar Industries ROCK Stock Holding History

Geneos Wealth Management’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-140	Closed	-$6K	–	2682
2020 Q2	$6K	Buy	+140	New	+$6.22K	﹤0.01%	2103
2018 Q2	–	Sell	-500	Closed	-$16K	–	2314
2018 Q1	$16K	Hold	500	–	–	﹤0.01%	1487
2017 Q4	$16K	Hold	500	–	–	﹤0.01%	1475
2017 Q3	$15K	Hold	500	–	–	﹤0.01%	1437
2017 Q2	$17K	Hold	500	–	–	﹤0.01%	1343
2017 Q1	$20K	Hold	500	–	–	﹤0.01%	1244
2016 Q4	$20K	Hold	500	–	–	﹤0.01%	1189
2016 Q3	$18K	Buy	+500	New	+$18.3K	﹤0.01%	1167

Other funds holding ROCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geneos Wealth Management's ROCK Position: Q3 2020 in Review

Geneos Wealth Management sold out of Gibraltar Industries (ROCK) in Q3 2020, closing a stake of 140 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in ROCK in Q3 2016 and held it in 8 quarters. The position peaked at $20K in Q1 2017. 221 funds tracked by Wall St. Rank hold ROCK as of Q3 2020.

Geneos Wealth Management reported no remaining Gibraltar Industries position as of Q3 2020 after selling out during the quarter.
Geneos Wealth Management sold 140 Gibraltar Industries shares in Q3 2020, an estimated $6K.
Geneos Wealth Management first reported a position in Gibraltar Industries in Q3 2016 and held it in 8 quarters.
Geneos Wealth Management's Gibraltar Industries position peaked at $20K in Q1 2017.
221 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2020.

Based on Geneos Wealth Management's 13F filing for Q3 2020, filed 7 Sep 2021.