Geneos Wealth Management’s Tredegar Corp TG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-175	Closed	-$3K	–	2601
2019 Q4	$3K	Hold	175	–	–	﹤0.01%	2321
2019 Q3	$3K	Hold	175	–	–	﹤0.01%	2253
2019 Q2	$2K	Hold	175	–	–	﹤0.01%	2340
2019 Q1	$2K	Hold	175	–	–	﹤0.01%	2270
2018 Q4	$2K	Hold	175	–	–	﹤0.01%	2237
2018 Q3	$3K	Hold	175	–	–	﹤0.01%	2207
2018 Q2	$4K	Hold	175	–	–	﹤0.01%	1998
2018 Q1	$3K	Hold	175	–	–	﹤0.01%	1973
2017 Q4	$3K	Buy	+175	New	+$3.35K	﹤0.01%	1961
2017 Q3	–	Sell	-100	Closed	-$1K	–	2146
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	2029
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	2020
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	1897
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	1922
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	1769
2016 Q1	$1K	Buy	+100	New	+$1.36K	﹤0.01%	1750

Other funds holding TG

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's TG Position: Q1 2020 in Review

Geneos Wealth Management sold out of Tredegar Corp (TG) in Q1 2020, closing a stake of 175 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in TG in Q1 2016 and held it in 15 quarters. The position peaked at $4K in Q2 2018. 135 funds tracked by Wall St. Rank hold TG as of Q1 2020.

Geneos Wealth Management reported no remaining Tredegar Corp position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 175 Tredegar Corp shares in Q1 2020, an estimated $3K.
Geneos Wealth Management first reported a position in Tredegar Corp in Q1 2016 and held it in 15 quarters.
Geneos Wealth Management's Tredegar Corp position peaked at $4K in Q2 2018.
135 funds tracked by Wall St. Rank held Tredegar Corp as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.