Geneos Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-190	Closed	-$3.61K	–	2110
2023 Q1	$3.61K	Hold	190	–	–	﹤0.01%	1804
2022 Q4	$3.02K	Hold	190	–	–	﹤0.01%	1813
2022 Q3	$3K	Hold	190	–	–	﹤0.01%	1804
2022 Q2	$4K	Hold	190	–	–	﹤0.01%	2274
2022 Q1	$4K	Hold	190	–	–	﹤0.01%	2425
2021 Q4	$4K	Hold	190	–	–	﹤0.01%	2481
2021 Q3	$6K	Hold	190	–	–	﹤0.01%	2410
2021 Q2	$10K	Sell	190 -4,483	-96%	-$222K	﹤0.01%	2210
2021 Q1	$220K	Hold	4,673	–	–	0.01%	927
2020 Q4	$9K	Buy	4,673 +4,483	+2,359%	+$201K	﹤0.01%	2270
2020 Q3	$8K	Hold	190	–	–	﹤0.01%	2042
2020 Q2	$8K	Hold	190	–	–	﹤0.01%	1997
2020 Q1	$8K	Hold	190	–	–	﹤0.01%	1906
2019 Q4	$7K	Buy	190 +50	+36%	+$1.77K	﹤0.01%	2108
2019 Q3	$4K	Hold	140	–	–	﹤0.01%	2174
2019 Q2	$5K	Hold	140	–	–	﹤0.01%	2127
2019 Q1	$6K	Hold	140	–	–	﹤0.01%	2006
2018 Q4	$6K	Buy	140 +90	+180%	+$3.84K	﹤0.01%	1948
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	2372
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	2222
2018 Q1	$1K	Buy	+50	New	+$1.66K	﹤0.01%	2130

Other funds holding SHEN

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

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's SHEN Position: Q2 2023 in Review

Geneos Wealth Management sold out of Shenandoah Telecom (SHEN) in Q2 2023, closing a stake of 190 shares — an estimated $3.61K sold.

Geneos Wealth Management first reported a position in SHEN in Q1 2018 and held it in 21 quarters. The position peaked at $220K in Q1 2021. 126 funds tracked by Wall St. Rank hold SHEN as of Q2 2023.

Geneos Wealth Management reported no remaining Shenandoah Telecom position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 190 Shenandoah Telecom shares in Q2 2023, an estimated $3.61K.
Geneos Wealth Management first reported a position in Shenandoah Telecom in Q1 2018 and held it in 21 quarters.
Geneos Wealth Management's Shenandoah Telecom position peaked at $220K in Q1 2021.
126 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.