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Geneos Wealth Management’s Waterstone Financial WSBF Stock Holding History

Geneos Wealth Management’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-127
Closed -$2K – 3136
2021
Q1 		$2K Buy
+127
New +$2.51K ﹤0.01% 2950

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Renaissance Technologies
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MFP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Geneos Wealth Management sold out of Waterstone Financial (WSBF) in Q2 2021, closing a stake of 127 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in WSBF in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 104 funds tracked by Wall St. Rank hold WSBF as of Q2 2021.

  • Geneos Wealth Management reported no remaining Waterstone Financial position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 127 Waterstone Financial shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in Waterstone Financial in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Waterstone Financial position peaked at $2K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2021.

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