Geneos Wealth Management’s Select Medical SEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,227	Closed	-$28.2K	–	2210
2023 Q4	$28.2K	Hold	2,227	–	–	﹤0.01%	1247
2023 Q3	$30.3K	Buy	+2,227	New	+$34.4K	﹤0.01%	1231
2021 Q3	–	Sell	-186	Closed	-$4K	–	2895
2021 Q2	$4K	Hold	186	–	–	﹤0.01%	2529
2021 Q1	$3K	Hold	186	–	–	﹤0.01%	2818
2020 Q4	$3K	Sell	186 -3	-2%	-$39	﹤0.01%	2641
2020 Q3	$1K	Buy	189 +3	+2%	+$30	﹤0.01%	2563
2020 Q2	$1K	Hold	186	–	–	﹤0.01%	2502
2020 Q1	$1K	Hold	186	–	–	﹤0.01%	2414
2019 Q4	$2K	Hold	186	–	–	﹤0.01%	2397
2019 Q3	$1K	Hold	186	–	–	﹤0.01%	2433
2019 Q2	$1K	Hold	186	–	–	﹤0.01%	2438
2019 Q1	$1K	Hold	186	–	–	﹤0.01%	2349
2018 Q4	$1K	Hold	186	–	–	﹤0.01%	2331
2018 Q3	$1K	Hold	186	–	–	﹤0.01%	2371
2018 Q2	$1K	Hold	186	–	–	﹤0.01%	2221
2018 Q1	$1K	Hold	186	–	–	﹤0.01%	2129
2017 Q4	$1K	Hold	186	–	–	﹤0.01%	2128
2017 Q3	$1K	Hold	186	–	–	﹤0.01%	2076
2017 Q2	$1K	Hold	186	–	–	﹤0.01%	2024
2017 Q1	$1K	Hold	186	–	–	﹤0.01%	2016
2016 Q4	$1K	Hold	186	–	–	﹤0.01%	1990
2016 Q3	$1K	Hold	186	–	–	﹤0.01%	1918
2016 Q2	$1K	Hold	186	–	–	﹤0.01%	1767
2016 Q1	$1K	Buy	+186	New	+$998	﹤0.01%	1748

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's SEM Position: Q1 2024 in Review

Geneos Wealth Management sold out of Select Medical (SEM) in Q1 2024, closing a stake of 2,227 shares — an estimated $28.2K sold.

Geneos Wealth Management first reported a position in SEM in Q1 2016 and held it in 24 quarters. The position peaked at $30.3K in Q3 2023. 250 funds tracked by Wall St. Rank hold SEM as of Q1 2024.

Geneos Wealth Management reported no remaining Select Medical position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 2,227 Select Medical shares in Q1 2024, an estimated $28.2K.
Geneos Wealth Management first reported a position in Select Medical in Q1 2016 and held it in 24 quarters.
Geneos Wealth Management's Select Medical position peaked at $30.3K in Q3 2023.
250 funds tracked by Wall St. Rank held Select Medical as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.