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Geneos Wealth Management’s TransAlta TAC Stock Holding History

Geneos Wealth Management’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-160
Closed -$1K – 2145
2017
Q2 		$1K Buy
+160
New +$890 ﹤0.01% 2027

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geneos Wealth Management's TAC Position: Q3 2017 in Review

Geneos Wealth Management sold out of TransAlta (TAC) in Q3 2017, closing a stake of 160 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in TAC in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 82 funds tracked by Wall St. Rank hold TAC as of Q3 2017.

  • Geneos Wealth Management reported no remaining TransAlta position as of Q3 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 160 TransAlta shares in Q3 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in TransAlta in Q2 2017 and held it in 1 quarter.
  • Geneos Wealth Management's TransAlta position peaked at $1K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held TransAlta as of Q3 2017.

Based on Geneos Wealth Management's 13F filing for Q3 2017, filed 7 Sep 2021.