GWM
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Geneos Wealth Management’s Viemed Healthcare VMD Stock Holding History

Geneos Wealth Management’s Portfolio VMD Stock Details VMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-522
Closed -$5K – 3127
2021
Q1 		$5K Hold
522
– – ﹤0.01% 2680
2020
Q4 		$5K Buy
+522
New +$4.59K ﹤0.01% 2506

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CSC
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NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Geneos Wealth Management's VMD Position: Q2 2021 in Review

Geneos Wealth Management sold out of Viemed Healthcare (VMD) in Q2 2021, closing a stake of 522 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in VMD in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 77 funds tracked by Wall St. Rank hold VMD as of Q2 2021.

  • Geneos Wealth Management reported no remaining Viemed Healthcare position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 522 Viemed Healthcare shares in Q2 2021, an estimated $5K.
  • Geneos Wealth Management first reported a position in Viemed Healthcare in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Viemed Healthcare position peaked at $5K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Viemed Healthcare as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.