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GWM
Geneos Wealth Management’s
SLR Investment Corp
SLRC
Stock Holding History
Geneos Wealth Management’s Portfolio
SLRC Stock Details
SLRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-775
Closed
-$11.9K
–
2163
2023
Q3
$11.9K
Hold
775
–
–
﹤0.01%
1517
2023
Q2
$11.1K
Buy
+775
New
+$11.1K
﹤0.01%
1551
2023
Q1
–
Sell
-775
Closed
-$10.8K
–
2093
2022
Q4
$10.8K
Hold
775
–
–
﹤0.01%
1509
2022
Q3
$9K
Sell
775
-2,198
-74%
-$32.2K
﹤0.01%
1552
2022
Q2
$44K
Buy
2,973
+150
+5%
+$2.41K
﹤0.01%
1343
2022
Q1
$51K
Sell
2,823
-329
-10%
-$6.02K
﹤0.01%
1381
2021
Q4
$58K
Hold
3,152
–
–
﹤0.01%
1411
2021
Q3
$60K
Buy
3,152
+2,527
+404%
+$48.2K
﹤0.01%
1399
2021
Q2
$11K
Buy
625
+385
+160%
+$7.22K
﹤0.01%
2177
2021
Q1
$4K
Buy
+240
New
+$4.4K
﹤0.01%
2743
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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