GWM
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Geneos Wealth Management’s Champion Homes SKY Stock Holding History

Geneos Wealth Management’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-82
Closed -$1K – 2613
2020
Q1 		$1K Sell
82
-1,679
-95% -$44.8K ﹤0.01% 2418
2019
Q4 		$55K Buy
1,761
+520
+42% +$16.2K ﹤0.01% 1206
2019
Q3 		$36K Hold
1,241
– – ﹤0.01% 1341
2019
Q2 		$33K Buy
+1,241
New +$28.2K ﹤0.01% 1398
2017
Q1 		– Sell
-800
Closed -$12K – 2130
2016
Q4 		$12K Hold
800
– – ﹤0.01% 1387
2016
Q3 		$10K Hold
800
– – ﹤0.01% 1375
2016
Q2 		$7K Hold
800
– – ﹤0.01% 1440
2016
Q1 		$7K Buy
+800
New +$3.83K ﹤0.01% 1419

Other funds holding SKY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's SKY Position: Q2 2020 in Review

Geneos Wealth Management sold out of Champion Homes (SKY) in Q2 2020, closing a stake of 82 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SKY in Q1 2016 and held it in 8 quarters. The position peaked at $55K in Q4 2019. 149 funds tracked by Wall St. Rank hold SKY as of Q2 2020.

  • Geneos Wealth Management reported no remaining Champion Homes position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 82 Champion Homes shares in Q2 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in Champion Homes in Q1 2016 and held it in 8 quarters.
  • Geneos Wealth Management's Champion Homes position peaked at $55K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held Champion Homes as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.