GWM
TRTN

Geneos Wealth Management’s Triton International Limited TRTN Stock Holding History

Geneos Wealth Management’s Portfolio TRTN Stock Details TRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-972
Closed -$51K – 2695
2022
Q2 		$51K Buy
972
+2
+0.2% +$121 ﹤0.01% 1280
2022
Q1 		$68K Sell
970
-1,016
-51% -$65.7K ﹤0.01% 1237
2021
Q4 		$119K Sell
1,986
-379
-16% -$22.1K ﹤0.01% 1098
2021
Q3 		$126K Buy
2,365
+2
+0.1% +$104 ﹤0.01% 1072
2021
Q2 		$121K Buy
2,363
+1
+0% +$53 ﹤0.01% 1088
2021
Q1 		$118K Hold
2,362
– – ﹤0.01% 1222
2020
Q4 		$132K Buy
2,362
+1,005
+74% +$42.5K 0.01% 1018
2020
Q3 		$53K Buy
1,357
+2
+0.1% +$68 ﹤0.01% 1232
2020
Q2 		$39K Buy
1,355
+2
+0.1% +$59 ﹤0.01% 1334
2020
Q1 		$36K Hold
1,353
– – ﹤0.01% 1252
2019
Q4 		$53K Buy
1,353
+4
+0.3% +$148 ﹤0.01% 1223
2019
Q3 		$46K Buy
1,349
+2
+0.1% +$65 ﹤0.01% 1227
2019
Q2 		$44K Buy
1,347
+2
+0.1% +$63 ﹤0.01% 1262
2019
Q1 		$41K Hold
1,345
– – ﹤0.01% 1241
2018
Q4 		$40K Buy
1,345
+2
+0.1% +$65 ﹤0.01% 1211
2018
Q3 		$44K Buy
1,343
+1
+0.1% +$35 ﹤0.01% 1239
2018
Q2 		$41K Buy
1,342
+4
+0.3% +$132 ﹤0.01% 1145
2018
Q1 		$40K Hold
1,338
– – ﹤0.01% 1104
2017
Q4 		$50K Buy
1,338
+1
+0.1% +$38 ﹤0.01% 998
2017
Q3 		$44K Buy
1,337
+1,020
+322% +$35.1K ﹤0.01% 1016
2017
Q2 		$10K Sell
317
-399
-56% -$11.8K ﹤0.01% 1556
2017
Q1 		$18K Buy
716
+2
+0.3% +$46 ﹤0.01% 1286
2016
Q4 		$11K Buy
714
+2
+0.3% +$32 ﹤0.01% 1417
2016
Q3 		$9K Buy
+712
New +$10.8K ﹤0.01% 1421

Other funds holding TRTN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's TRTN Position: Q3 2022 in Review

Geneos Wealth Management sold out of Triton International Limited (TRTN) in Q3 2022, closing a stake of 972 shares — an estimated $51K sold.

Geneos Wealth Management first reported a position in TRTN in Q3 2016 and held it in 24 quarters. The position peaked at $132K in Q4 2020. 276 funds tracked by Wall St. Rank hold TRTN as of Q3 2022.

  • Geneos Wealth Management reported no remaining Triton International Limited position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 972 Triton International Limited shares in Q3 2022, an estimated $51K.
  • Geneos Wealth Management first reported a position in Triton International Limited in Q3 2016 and held it in 24 quarters.
  • Geneos Wealth Management's Triton International Limited position peaked at $132K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.