GWM
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Geneos Wealth Management’s cbdMD YCBD Stock Holding History

Geneos Wealth Management’s Portfolio YCBD Stock Details YCBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-9
Closed -$9K – 2914
2021
Q2 		$9K Sell
9
-52
-85% -$62.2K ﹤0.01% 2249
2021
Q1 		$84K Hold
61
– – ﹤0.01% 1379
2020
Q4 		$12K Buy
61
+52
+578% +$47.3K ﹤0.01% 2162
2020
Q3 		$6K Hold
9
– – ﹤0.01% 2145
2020
Q2 		$5K Hold
9
– – ﹤0.01% 2175
2020
Q1 		$2K Hold
9
– – ﹤0.01% 2308
2019
Q4 		$8K Hold
9
– – ﹤0.01% 2075
2019
Q3 		$12K Buy
+9
New +$14.4K ﹤0.01% 1826

Other funds holding YCBD

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Geneos Wealth Management's YCBD Position: Q3 2021 in Review

Geneos Wealth Management sold out of cbdMD (YCBD) in Q3 2021, closing a stake of 9 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in YCBD in Q3 2019 and held it in 8 quarters. The position peaked at $84K in Q1 2021. 58 funds tracked by Wall St. Rank hold YCBD as of Q3 2021.

  • Geneos Wealth Management reported no remaining cbdMD position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 9 cbdMD shares in Q3 2021, an estimated $9K.
  • Geneos Wealth Management first reported a position in cbdMD in Q3 2019 and held it in 8 quarters.
  • Geneos Wealth Management's cbdMD position peaked at $84K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held cbdMD as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.