BAM
GENY

Belpointe Asset Management’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Belpointe Asset Management’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,031
Closed -$87.1K – 3643
2023
Q1 		$87.1K Buy
2,031
+33
+2% +$1.41K ﹤0.01% 1389
2022
Q4 		$76.7K Buy
+1,998
New +$73K ﹤0.01% 1386

Other funds holding GENY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Belpointe Asset Management's GENY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q2 2023, closing a stake of 2,031 shares — an estimated $87.1K sold.

Belpointe Asset Management first reported a position in GENY in Q4 2022 and held it in 2 quarters. The position peaked at $87.1K in Q1 2023. 16 funds tracked by Wall St. Rank hold GENY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,031 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q2 2023, an estimated $87.1K.
  • Belpointe Asset Management first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $87.1K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.