GWM
VG

Geneos Wealth Management’s Vonage Holdings Corporation VG Stock Holding History

Geneos Wealth Management’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$1K – 2104
2016
Q3 		$1K Hold
200
– – ﹤0.01% 1968
2016
Q2 		$1K Buy
+200
New +$944 ﹤0.01% 1799

Other funds holding VG

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Geneos Wealth Management's VG Position: Q4 2016 in Review

Geneos Wealth Management sold out of Vonage Holdings Corporation (VG) in Q4 2016, closing a stake of 200 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in VG in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 201 funds tracked by Wall St. Rank hold VG as of Q4 2016.

  • Geneos Wealth Management reported no remaining Vonage Holdings Corporation position as of Q4 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Vonage Holdings Corporation shares in Q4 2016, an estimated $1K.
  • Geneos Wealth Management first reported a position in Vonage Holdings Corporation in Q2 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Vonage Holdings Corporation position peaked at $1K in Q3 2016.
  • 201 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q4 2016.

Based on Geneos Wealth Management's 13F filing for Q4 2016, filed 7 Sep 2021.