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Geneos Wealth Management’s Selective Insurance SIGI Stock Holding History

Geneos Wealth Management’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30
Closed -$1K – 2128
2016
Q4 		$1K Hold
30
– – ﹤0.01% 1991
2016
Q3 		$1K Buy
+30
New +$1.18K ﹤0.01% 1919

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's SIGI Position: Q1 2017 in Review

Geneos Wealth Management sold out of Selective Insurance (SIGI) in Q1 2017, closing a stake of 30 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SIGI in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 208 funds tracked by Wall St. Rank hold SIGI as of Q1 2017.

  • Geneos Wealth Management reported no remaining Selective Insurance position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 30 Selective Insurance shares in Q1 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in Selective Insurance in Q3 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Selective Insurance position peaked at $1K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.