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Geneos Wealth Management’s Tompkins Financial TMP Stock Holding History

Geneos Wealth Management’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-60
Closed -$4K – 2148
2017
Q2 		$4K Hold
60
– – ﹤0.01% 1812
2017
Q1 		$4K Hold
60
– – ﹤0.01% 1760
2016
Q4 		$5K Buy
+60
New +$5.02K ﹤0.01% 1648

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Tompkins Financial (TMP) in Q3 2017, closing a stake of 60 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in TMP in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q4 2016. 127 funds tracked by Wall St. Rank hold TMP as of Q3 2017.

  • Geneos Wealth Management reported no remaining Tompkins Financial position as of Q3 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 60 Tompkins Financial shares in Q3 2017, an estimated $4K.
  • Geneos Wealth Management first reported a position in Tompkins Financial in Q4 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Tompkins Financial position peaked at $5K in Q4 2016.
  • 127 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2017.

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