GWM
VOC icon

Geneos Wealth Management’s VOC Energy VOC Stock Holding History

Geneos Wealth Management’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,500
Closed -$24.6K – 2181
2023
Q3 		$24.6K Hold
2,500
– – ﹤0.01% 1301
2023
Q2 		$19.8K Hold
2,500
– – ﹤0.01% 1378
2023
Q1 		$20.7K Buy
2,500
+1,500
+150% +$13.6K ﹤0.01% 1338
2022
Q4 		$10.4K Buy
+1,000
New +$8.73K ﹤0.01% 1523

Other funds holding VOC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Geneos Wealth Management's VOC Position: Q4 2023 in Review

Geneos Wealth Management sold out of VOC Energy (VOC) in Q4 2023, closing a stake of 2,500 shares — an estimated $24.6K sold.

Geneos Wealth Management first reported a position in VOC in Q4 2022 and held it in 4 quarters. The position peaked at $24.6K in Q3 2023. 28 funds tracked by Wall St. Rank hold VOC as of Q4 2023.

  • Geneos Wealth Management reported no remaining VOC Energy position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 2,500 VOC Energy shares in Q4 2023, an estimated $24.6K.
  • Geneos Wealth Management first reported a position in VOC Energy in Q4 2022 and held it in 4 quarters.
  • Geneos Wealth Management's VOC Energy position peaked at $24.6K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held VOC Energy as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.