Geneos Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Geneos Wealth Management’s Portfolio WBT Stock Details WBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,900	Closed	-$109K	–	3183
2021 Q1	$109K	Buy	+4,900	New	+$73.7K	﹤0.01%	1265
2020 Q2	–	Sell	-345	Closed	-$1K	–	2649
2020 Q1	$1K	Sell	345 -712	-67%	-$8.57K	﹤0.01%	2451
2019 Q4	$16K	Hold	1,057	–	–	﹤0.01%	1794
2019 Q3	$17K	Sell	1,057 -760	-42%	-$12.3K	﹤0.01%	1694
2019 Q2	$30K	Hold	1,817	–	–	﹤0.01%	1441
2019 Q1	$29K	Hold	1,817	–	–	﹤0.01%	1403
2018 Q4	$20K	Hold	1,817	–	–	﹤0.01%	1510
2018 Q3	$37K	Hold	1,817	–	–	﹤0.01%	1311
2018 Q2	$40K	Hold	1,817	–	–	﹤0.01%	1153
2018 Q1	$35K	Buy	1,817 +200	+12%	+$4.27K	﹤0.01%	1165
2017 Q4	$38K	Buy	1,617 +1,202	+290%	+$26.5K	﹤0.01%	1132
2017 Q3	$9K	Hold	415	–	–	﹤0.01%	1623
2017 Q2	$7K	Hold	415	–	–	﹤0.01%	1658
2017 Q1	$8K	Buy	+415	New	+$7.95K	﹤0.01%	1584

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Geneos Wealth Management sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 4,900 shares — an estimated $109K sold.

Geneos Wealth Management first reported a position in WBT in Q1 2017 and held it in 14 quarters. The position peaked at $109K in Q1 2021. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

Geneos Wealth Management reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 4,900 Welbilt, Inc. shares in Q2 2021, an estimated $109K.
Geneos Wealth Management first reported a position in Welbilt, Inc. in Q1 2017 and held it in 14 quarters.
Geneos Wealth Management's Welbilt, Inc. position peaked at $109K in Q1 2021.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

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