Geneos Wealth Management’s Surgery Partners SGRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,000	Closed	-$31K	–	2592
2019 Q4	$31K	Hold	2,000	–	–	﹤0.01%	1493
2019 Q3	$14K	Hold	2,000	–	–	﹤0.01%	1766
2019 Q2	$16K	Buy	+2,000	New	+$19.9K	﹤0.01%	1746
2018 Q1	–	Sell	-2,000	Closed	-$24K	–	2230
2017 Q4	$24K	Hold	2,000	–	–	﹤0.01%	1313
2017 Q3	$20K	Buy	+2,000	New	+$28.6K	﹤0.01%	1322

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's SGRY Position: Q1 2020 in Review

Geneos Wealth Management sold out of Surgery Partners (SGRY) in Q1 2020, closing a stake of 2,000 shares — an estimated $31K sold.

Geneos Wealth Management first reported a position in SGRY in Q3 2017 and held it in 5 quarters. The position peaked at $31K in Q4 2019. 87 funds tracked by Wall St. Rank hold SGRY as of Q1 2020.

Geneos Wealth Management reported no remaining Surgery Partners position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 2,000 Surgery Partners shares in Q1 2020, an estimated $31K.
Geneos Wealth Management first reported a position in Surgery Partners in Q3 2017 and held it in 5 quarters.
Geneos Wealth Management's Surgery Partners position peaked at $31K in Q4 2019.
87 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.