AWE
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Avidian Wealth Enterprises’s Global X Genomics & Biotechnology ETF GNOM Stock Holding History

Avidian Wealth Enterprises’s Portfolio GNOM Stock Details GNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,076
Closed -$150K – 436
2022
Q2 		$150K Buy
3,076
+197
+7% +$9.99K 0.01% 428
2022
Q1 		$173K Buy
+2,879
New +$182K 0.01% 465

Other funds holding GNOM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avidian Wealth Enterprises's GNOM Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of Global X Genomics & Biotechnology ETF (GNOM) in Q3 2022, closing a stake of 3,076 shares — an estimated $150K sold.

Avidian Wealth Enterprises first reported a position in GNOM in Q1 2022 and held it in 2 quarters. The position peaked at $173K in Q1 2022. 58 funds tracked by Wall St. Rank hold GNOM as of Q3 2022.

  • Avidian Wealth Enterprises reported no remaining Global X Genomics & Biotechnology ETF position as of Q3 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,076 Global X Genomics & Biotechnology ETF shares in Q3 2022, an estimated $150K.
  • Avidian Wealth Enterprises first reported a position in Global X Genomics & Biotechnology ETF in Q1 2022 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Global X Genomics & Biotechnology ETF position peaked at $173K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Global X Genomics & Biotechnology ETF as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.