GWM
SIC

Geneos Wealth Management’s Select Interior Concepts, Inc. Class A Common Stock SIC Stock Holding History

Geneos Wealth Management’s Portfolio SIC Stock Details SIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-266
Closed -$2K – 3190
2021
Q1 		$2K Hold
266
– – ﹤0.01% 2971
2020
Q4 		$1K Buy
+266
New +$1.93K ﹤0.01% 2867

Other funds holding SIC

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Geneos Wealth Management sold out of Select Interior Concepts, Inc. Class A Common Stock (SIC) in Q2 2021, closing a stake of 266 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in SIC in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 57 funds tracked by Wall St. Rank hold SIC as of Q2 2021.

  • Geneos Wealth Management reported no remaining Select Interior Concepts, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 266 Select Interior Concepts, Inc. Class A Common Stock shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in Select Interior Concepts, Inc. Class A Common Stock in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Select Interior Concepts, Inc. Class A Common Stock position peaked at $2K in Q1 2021.
  • 57 funds tracked by Wall St. Rank held Select Interior Concepts, Inc. Class A Common Stock as of Q2 2021.

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