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Geneos Wealth Management’s LendingTree TREE Stock Holding History

Geneos Wealth Management’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-74
Closed -$24K – 2322
2018
Q1 		$24K Sell
74
-64
-46% -$23K ﹤0.01% 1320
2017
Q4 		$46K Sell
138
-32
-19% -$9.09K ﹤0.01% 1038
2017
Q3 		$41K Buy
+170
New +$36.7K ﹤0.01% 1058

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geneos Wealth Management's TREE Position: Q2 2018 in Review

Geneos Wealth Management sold out of LendingTree (TREE) in Q2 2018, closing a stake of 74 shares — an estimated $24K sold.

Geneos Wealth Management first reported a position in TREE in Q3 2017 and held it in 3 quarters. The position peaked at $46K in Q4 2017. 242 funds tracked by Wall St. Rank hold TREE as of Q2 2018.

  • Geneos Wealth Management reported no remaining LendingTree position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 74 LendingTree shares in Q2 2018, an estimated $24K.
  • Geneos Wealth Management first reported a position in LendingTree in Q3 2017 and held it in 3 quarters.
  • Geneos Wealth Management's LendingTree position peaked at $46K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held LendingTree as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.