GWM
VGR

Geneos Wealth Management’s Vector Group Ltd. VGR Stock Holding History

Geneos Wealth Management’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-153
Closed -$2.28K – 2987
2024
Q3 		$2.28K Buy
+153
New +$2.06K ﹤0.01% 2269
2023
Q2 		– Sell
-700
Closed -$8.41K – 2133
2023
Q1 		$8.41K Hold
700
– – ﹤0.01% 1598
2022
Q4 		$8.3K Buy
+700
New +$7.39K ﹤0.01% 1581
2022
Q3 		– Sell
-589
Closed -$6K – 2655
2022
Q2 		$6K Hold
589
– – ﹤0.01% 2151
2022
Q1 		$7K Hold
589
– – ﹤0.01% 2257
2021
Q4 		$6K Sell
589
-241
-29% -$2.58K ﹤0.01% 2381
2021
Q3 		$7K Hold
830
– – ﹤0.01% 2369
2021
Q2 		$8K Hold
830
– – ﹤0.01% 2310
2021
Q1 		$7K Hold
830
– – ﹤0.01% 2561
2020
Q4 		$8K Hold
830
– – ﹤0.01% 2332
2020
Q3 		$5K Hold
830
– – ﹤0.01% 2211
2020
Q2 		$5K Hold
830
– – ﹤0.01% 2178
2020
Q1 		$5K Hold
830
– – ﹤0.01% 2062
2019
Q4 		$7K Hold
830
– – ﹤0.01% 2116
2019
Q3 		$6K Sell
830
-448
-35% -$3.43K ﹤0.01% 2080
2019
Q2 		$8K Hold
1,278
– – ﹤0.01% 1996
2019
Q1 		$9K Hold
1,278
– – ﹤0.01% 1884
2018
Q4 		$8K Hold
1,278
– – ﹤0.01% 1858
2018
Q3 		$11K Sell
1,278
-1
-0.1% -$11 ﹤0.01% 1826
2018
Q2 		$15K Sell
1,279
-1,182
-48% -$14.9K ﹤0.01% 1577
2018
Q1 		$32K Hold
2,461
– – ﹤0.01% 1208
2017
Q4 		$35K Buy
2,461
+2
+0.1% +$28 ﹤0.01% 1170
2017
Q3 		$32K Buy
2,459
+1,156
+89% +$15K ﹤0.01% 1147
2017
Q2 		$17K Hold
1,303
– – ﹤0.01% 1350
2017
Q1 		$16K Sell
1,303
-1,823
-58% -$24.5K ﹤0.01% 1333
2016
Q4 		$43K Hold
3,126
– – 0.01% 898
2016
Q3 		$41K Buy
3,126
+26
+0.8% +$339 0.01% 894
2016
Q2 		$40K Hold
3,100
– – 0.01% 889
2016
Q1 		$41K Buy
+3,100
New +$41.3K 0.01% 863

Other funds holding VGR

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's VGR Position: Q4 2024 in Review

Geneos Wealth Management sold out of Vector Group Ltd. (VGR) in Q4 2024, closing a stake of 153 shares — an estimated $2.28K sold.

Geneos Wealth Management first reported a position in VGR in Q1 2016 and held it in 29 quarters. The position peaked at $43K in Q4 2016. 2 funds tracked by Wall St. Rank hold VGR as of Q4 2024.

  • Geneos Wealth Management reported no remaining Vector Group Ltd. position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 153 Vector Group Ltd. shares in Q4 2024, an estimated $2.28K.
  • Geneos Wealth Management first reported a position in Vector Group Ltd. in Q1 2016 and held it in 29 quarters.
  • Geneos Wealth Management's Vector Group Ltd. position peaked at $43K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.