Geneos Wealth Management’s Steelcase SCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-73	Closed	–	–	2765
2022 Q1	$0	Buy	+73	New	+$882	﹤0.01%	2950
2020 Q2	–	Sell	-169	Closed	-$1K	–	2611
2020 Q1	$1K	Hold	169	–	–	﹤0.01%	2413
2019 Q4	$3K	Hold	169	–	–	﹤0.01%	2317
2019 Q3	$3K	Sell	169 -263	-61%	-$4.38K	﹤0.01%	2245
2019 Q2	$7K	Hold	432	–	–	﹤0.01%	2033
2019 Q1	$6K	Sell	432 -139	-24%	-$2.31K	﹤0.01%	2005
2018 Q4	$8K	Hold	571	–	–	﹤0.01%	1852
2018 Q3	$10K	Hold	571	–	–	﹤0.01%	1848
2018 Q2	$7K	Hold	571	–	–	﹤0.01%	1845
2018 Q1	$7K	Hold	571	–	–	﹤0.01%	1777
2017 Q4	$8K	Hold	571	–	–	﹤0.01%	1713
2017 Q3	$8K	Hold	571	–	–	﹤0.01%	1648
2017 Q2	$7K	Hold	571	–	–	﹤0.01%	1648
2017 Q1	$9K	Hold	571	–	–	﹤0.01%	1530
2016 Q4	$10K	Hold	571	–	–	﹤0.01%	1434
2016 Q3	$7K	Hold	571	–	–	﹤0.01%	1491
2016 Q2	$7K	Hold	571	–	–	﹤0.01%	1438
2016 Q1	$8K	Buy	+571	New	+$7.59K	﹤0.01%	1394

Other funds holding SCS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

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

Geneos Wealth Management sold out of Steelcase (SCS) in Q2 2022, closing a stake of 73 shares.

Geneos Wealth Management first reported a position in SCS in Q1 2016 and held it in 18 quarters. The position peaked at $10K in Q3 2018. 192 funds tracked by Wall St. Rank hold SCS as of Q2 2022.

Geneos Wealth Management reported no remaining Steelcase position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 73 Steelcase shares in Q2 2022.
Geneos Wealth Management first reported a position in Steelcase in Q1 2016 and held it in 18 quarters.
Geneos Wealth Management's Steelcase position peaked at $10K in Q3 2018.
192 funds tracked by Wall St. Rank held Steelcase as of Q2 2022.

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