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Geneos Wealth Management’s Security National Financial SNFCA Stock Holding History

Geneos Wealth Management’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-145
Closed -$1K – 2960
2021
Q4 		$1K Buy
+145
New +$996 ﹤0.01% 2714

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geneos Wealth Management sold out of Security National Financial (SNFCA) in Q1 2022, closing a stake of 145 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SNFCA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 26 funds tracked by Wall St. Rank hold SNFCA as of Q1 2022.

  • Geneos Wealth Management reported no remaining Security National Financial position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 145 Security National Financial shares in Q1 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Security National Financial in Q4 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Security National Financial position peaked at $1K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Security National Financial as of Q1 2022.

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