Geneos Wealth Management’s Taylor Devices TAYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$5K	–	2873
2021 Q3	$5K	Hold	500	–	–	﹤0.01%	2470
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	2463
2021 Q1	$6K	Hold	500	–	–	﹤0.01%	2616
2020 Q4	$5K	Hold	500	–	–	﹤0.01%	2499
2020 Q3	$4K	Hold	500	–	–	﹤0.01%	2281
2020 Q2	$4K	Hold	500	–	–	﹤0.01%	2235
2020 Q1	$4K	Hold	500	–	–	﹤0.01%	2125
2019 Q4	$5K	Hold	500	–	–	﹤0.01%	2203
2019 Q3	$5K	Hold	500	–	–	﹤0.01%	2116
2019 Q2	$5K	Hold	500	–	–	﹤0.01%	2130
2019 Q1	$6K	Hold	500	–	–	﹤0.01%	2008
2018 Q4	$6K	Buy	+500	New	+$5.95K	﹤0.01%	1952

Other funds holding TAYD

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geneos Wealth Management's TAYD Position: Q4 2021 in Review

Geneos Wealth Management sold out of Taylor Devices (TAYD) in Q4 2021, closing a stake of 500 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in TAYD in Q4 2018 and held it in 12 quarters. The position peaked at $6K in Q1 2021. 17 funds tracked by Wall St. Rank hold TAYD as of Q4 2021.

Geneos Wealth Management reported no remaining Taylor Devices position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 500 Taylor Devices shares in Q4 2021, an estimated $5K.
Geneos Wealth Management first reported a position in Taylor Devices in Q4 2018 and held it in 12 quarters.
Geneos Wealth Management's Taylor Devices position peaked at $6K in Q1 2021.
17 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.