Beaumont Financial Advisors’s Global X Genomics & Biotechnology ETF GNOM Stock Holding History

Beaumont Financial Advisors’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
2023 Q4	–	Sell	-3,127	Closed	-$127K	–	344
2023 Q3	$127K	Sell	3,127 -206	-6%	-$9.38K	0.01%	315
2023 Q2	$162K	Hold	3,333	–	–	0.01%	331
2023 Q1	$164K	Buy	3,333 +48	+1%	+$2.47K	0.02%	303
2022 Q4	$166K	Buy	+3,285	New	+$169K	0.02%	306

Other funds holding GNOM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Beaumont Financial Advisors's GNOM Position: Q4 2023 in Review

Beaumont Financial Advisors sold out of Global X Genomics & Biotechnology ETF (GNOM) in Q4 2023, closing a stake of 3,127 shares — an estimated $127K sold.

Beaumont Financial Advisors first reported a position in GNOM in Q4 2022 and held it in 4 quarters. The position peaked at $166K in Q4 2022. 61 funds tracked by Wall St. Rank hold GNOM as of Q4 2023.

Beaumont Financial Advisors reported no remaining Global X Genomics & Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 3,127 Global X Genomics & Biotechnology ETF shares in Q4 2023, an estimated $127K.
Beaumont Financial Advisors first reported a position in Global X Genomics & Biotechnology ETF in Q4 2022 and held it in 4 quarters.
Beaumont Financial Advisors's Global X Genomics & Biotechnology ETF position peaked at $166K in Q4 2022.
61 funds tracked by Wall St. Rank held Global X Genomics & Biotechnology ETF as of Q4 2023.

Based on Beaumont Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.