Geneos Wealth Management’s Scully Royalty SRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-93	Closed	–	–	2521
2022 Q2	$0	Hold	93	–	–	﹤0.01%	2780
2022 Q1	$0	Buy	+93	New	+$826	﹤0.01%	2969
2021 Q3	–	Sell	-87	Closed	-$1K	–	2901
2021 Q2	$1K	Buy	+87	New	+$1.05K	﹤0.01%	2799
2019 Q3	–	Sell	-80	Closed	-$1K	–	2544
2019 Q2	$1K	Buy	+80	New	+$912	﹤0.01%	2440

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

Geneos Wealth Management's SRL Position: Q3 2022 in Review

Geneos Wealth Management sold out of Scully Royalty (SRL) in Q3 2022, closing a stake of 93 shares.

Geneos Wealth Management first reported a position in SRL in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 15 funds tracked by Wall St. Rank hold SRL as of Q3 2022.

Geneos Wealth Management reported no remaining Scully Royalty position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 93 Scully Royalty shares in Q3 2022.
Geneos Wealth Management first reported a position in Scully Royalty in Q2 2019 and held it in 4 quarters.
Geneos Wealth Management's Scully Royalty position peaked at $1K in Q2 2021.
15 funds tracked by Wall St. Rank held Scully Royalty as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.