Geneos Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,704	Closed	-$44K	–	3051
2021 Q4	$44K	Hold	1,704	–	–	﹤0.01%	1540
2021 Q3	$36K	Hold	1,704	–	–	﹤0.01%	1656
2021 Q2	$44K	Hold	1,704	–	–	﹤0.01%	1547
2021 Q1	$42K	Hold	1,704	–	–	﹤0.01%	1727
2020 Q4	$37K	Hold	1,704	–	–	﹤0.01%	1609
2020 Q3	$32K	Hold	1,704	–	–	﹤0.01%	1444
2020 Q2	$40K	Hold	1,704	–	–	﹤0.01%	1323
2020 Q1	$42K	Buy	1,704 +100	+6%	+$2.95K	﹤0.01%	1200
2019 Q4	$51K	Hold	1,604	–	–	﹤0.01%	1251
2019 Q3	$52K	Hold	1,604	–	–	﹤0.01%	1164
2019 Q2	$54K	Hold	1,604	–	–	﹤0.01%	1150
2019 Q1	$51K	Hold	1,604	–	–	﹤0.01%	1135
2018 Q4	$44K	Hold	1,604	–	–	﹤0.01%	1164
2018 Q3	$56K	Hold	1,604	–	–	﹤0.01%	1127
2018 Q2	$53K	Hold	1,604	–	–	﹤0.01%	1015
2018 Q1	$45K	Hold	1,604	–	–	﹤0.01%	1043
2017 Q4	$50K	Hold	1,604	–	–	﹤0.01%	999
2017 Q3	$55K	Hold	1,604	–	–	0.01%	904
2017 Q2	$54K	Sell	1,604 -414	-21%	-$15K	0.01%	895
2017 Q1	$71K	Hold	2,018	–	–	0.01%	769
2016 Q4	$67K	Buy	2,018 +7	+0.3%	+$218	0.01%	731
2016 Q3	$59K	Buy	2,011 +3	+0.1%	+$92	0.01%	753
2016 Q2	$63K	Hold	2,008	–	–	0.01%	730
2016 Q1	$57K	Buy	+2,008	New	+$51.5K	0.01%	761

Other funds holding SJI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Geneos Wealth Management's SJI Position: Q1 2022 in Review

Geneos Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2022, closing a stake of 1,704 shares — an estimated $44K sold.

Geneos Wealth Management first reported a position in SJI in Q1 2016 and held it in 24 quarters. The position peaked at $71K in Q1 2017. 302 funds tracked by Wall St. Rank hold SJI as of Q1 2022.

Geneos Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,704 South Jersey Industries, Inc. shares in Q1 2022, an estimated $44K.
Geneos Wealth Management first reported a position in South Jersey Industries, Inc. in Q1 2016 and held it in 24 quarters.
Geneos Wealth Management's South Jersey Industries, Inc. position peaked at $71K in Q1 2017.
302 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.