Geneos Wealth Management
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Geneos Wealth Management’s SelectQuote SLQT Stock Holding History

Geneos Wealth Management’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,345
Closed -$21K – 2955
2021
Q4 		$21K Buy
+2,345
New +$25.7K ﹤0.01% 1872

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BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geneos Wealth Management sold out of SelectQuote (SLQT) in Q1 2022, closing a stake of 2,345 shares — an estimated $21K sold.

Geneos Wealth Management first reported a position in SLQT in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 169 funds tracked by Wall St. Rank hold SLQT as of Q1 2022.

  • Geneos Wealth Management reported no remaining SelectQuote position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 2,345 SelectQuote shares in Q1 2022, an estimated $21K.
  • Geneos Wealth Management first reported a position in SelectQuote in Q4 2021 and held it in 1 quarter.
  • Geneos Wealth Management's SelectQuote position peaked at $21K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held SelectQuote as of Q1 2022.

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