Geneos Wealth Management’s Whiting Petroleum Corporation WLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-638	Closed	-$43K	–	2740
2022 Q2	$43K	Hold	638	–	–	﹤0.01%	1354
2022 Q1	$52K	Sell	638 -23	-3%	-$1.74K	﹤0.01%	1374
2021 Q4	$42K	Hold	661	–	–	﹤0.01%	1555
2021 Q3	$39K	Hold	661	–	–	﹤0.01%	1608
2021 Q2	$37K	Hold	661	–	–	﹤0.01%	1628
2021 Q1	$26K	Hold	661	–	–	﹤0.01%	1948
2020 Q4	$22K	Sell	661 -780	-54%	-$15.7K	﹤0.01%	1861
2020 Q3	$25K	Buy	+1,441	New	+$80.3K	﹤0.01%	1562

Other funds holding WLL

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's WLL Position: Q3 2022 in Review

Geneos Wealth Management sold out of Whiting Petroleum Corporation (WLL) in Q3 2022, closing a stake of 638 shares — an estimated $43K sold.

Geneos Wealth Management first reported a position in WLL in Q3 2020 and held it in 8 quarters. The position peaked at $52K in Q1 2022. 3 funds tracked by Wall St. Rank hold WLL as of Q3 2022.

Geneos Wealth Management reported no remaining Whiting Petroleum Corporation position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 638 Whiting Petroleum Corporation shares in Q3 2022, an estimated $43K.
Geneos Wealth Management first reported a position in Whiting Petroleum Corporation in Q3 2020 and held it in 8 quarters.
Geneos Wealth Management's Whiting Petroleum Corporation position peaked at $52K in Q1 2022.
3 funds tracked by Wall St. Rank held Whiting Petroleum Corporation as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.