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Geneos Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Geneos Wealth Management’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-441
Closed -$5K – 3079
2021
Q1 		$5K Buy
+441
New +$5.27K ﹤0.01% 2672

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geneos Wealth Management's SHO Position: Q2 2021 in Review

Geneos Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q2 2021, closing a stake of 441 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in SHO in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 189 funds tracked by Wall St. Rank hold SHO as of Q2 2021.

  • Geneos Wealth Management reported no remaining Sunstone Hotel Investors position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 441 Sunstone Hotel Investors shares in Q2 2021, an estimated $5K.
  • Geneos Wealth Management first reported a position in Sunstone Hotel Investors in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Sunstone Hotel Investors position peaked at $5K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.