Geneos Wealth Management’s Del Taco Restaurants, Inc. Common Stock TACO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-130
Closed -$1K 3078
2021
Q4
$1K Hold
130
﹤0.01% 2757
2021
Q3
$1K Hold
130
﹤0.01% 2826
2021
Q2
$1K Hold
130
﹤0.01% 2839
2021
Q1
$1K Hold
130
﹤0.01% 3110
2020
Q4
$1K Hold
130
﹤0.01% 2869
2020
Q3
$1K Buy
+130
New +$1.01K ﹤0.01% 2619

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

Geneos Wealth Management sold out of Del Taco Restaurants, Inc. Common Stock (TACO) in Q1 2022, closing a stake of 130 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in TACO in Q3 2020 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 0 funds tracked by Wall St. Rank hold TACO as of Q1 2022.

  • Geneos Wealth Management reported no remaining Del Taco Restaurants, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 130 Del Taco Restaurants, Inc. Common Stock shares in Q1 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Del Taco Restaurants, Inc. Common Stock in Q3 2020 and held it in 6 quarters.
  • Geneos Wealth Management's Del Taco Restaurants, Inc. Common Stock position peaked at $1K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Del Taco Restaurants, Inc. Common Stock as of Q1 2022.

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