Geneos Wealth Management’s Simmons First National SFNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-29,426	Closed	-$630K	–	2496
2022 Q2	$630K	Hold	29,426	–	–	0.03%	436
2022 Q1	$771K	Hold	29,426	–	–	0.03%	428
2021 Q4	$870K	Hold	29,426	–	–	0.03%	437
2021 Q3	$888K	Hold	29,426	–	–	0.03%	413
2021 Q2	$852K	Hold	29,426	–	–	0.03%	411
2021 Q1	$838K	Hold	29,426	–	–	0.02%	476
2020 Q4	$910K	Buy	29,426 +1,205	+4%	+$23K	0.04%	373
2020 Q3	$427K	Buy	28,221 +450	+2%	+$7.53K	0.02%	471
2020 Q2	$428K	Buy	27,771 +23,895	+616%	+$409K	0.02%	443
2020 Q1	$71K	Buy	+3,876	New	+$88.1K	﹤0.01%	971

Other funds holding SFNC

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geneos Wealth Management's SFNC Position: Q3 2022 in Review

Geneos Wealth Management sold out of Simmons First National (SFNC) in Q3 2022, closing a stake of 29,426 shares — an estimated $630K sold.

Geneos Wealth Management first reported a position in SFNC in Q1 2020 and held it in 10 quarters. The position peaked at $910K in Q4 2020. 244 funds tracked by Wall St. Rank hold SFNC as of Q3 2022.

Geneos Wealth Management reported no remaining Simmons First National position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 29,426 Simmons First National shares in Q3 2022, an estimated $630K.
Geneos Wealth Management first reported a position in Simmons First National in Q1 2020 and held it in 10 quarters.
Geneos Wealth Management's Simmons First National position peaked at $910K in Q4 2020.
244 funds tracked by Wall St. Rank held Simmons First National as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.