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Geneos Wealth Management’s Zumiez ZUMZ Stock Holding History

Geneos Wealth Management’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$2K – 3143
2021
Q1 		$2K Buy
+50
New +$2.23K ﹤0.01% 2953
2017
Q1 		– Sell
-46
Closed -$1K – 2152
2016
Q4 		$1K Buy
+46
New +$1.07K ﹤0.01% 2014

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Zumiez (ZUMZ) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in ZUMZ in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 181 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2021.

  • Geneos Wealth Management reported no remaining Zumiez position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Zumiez shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in Zumiez in Q4 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Zumiez position peaked at $2K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Zumiez as of Q2 2021.

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