GWM
STON

Geneos Wealth Management’s StoneMor Inc. STON Stock Holding History

Geneos Wealth Management’s Portfolio STON Stock Details STON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,500
Closed -$5K – 2716
2022
Q2 		$5K Hold
1,500
– – ﹤0.01% 2228
2022
Q1 		$3K Buy
+1,500
New +$3.86K ﹤0.01% 2513

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of StoneMor Inc. (STON) in Q3 2022, closing a stake of 1,500 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in STON in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 76 funds tracked by Wall St. Rank hold STON as of Q3 2022.

  • Geneos Wealth Management reported no remaining StoneMor Inc. position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,500 StoneMor Inc. shares in Q3 2022, an estimated $5K.
  • Geneos Wealth Management first reported a position in StoneMor Inc. in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's StoneMor Inc. position peaked at $5K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2022.

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