BAM
GENZ

Belpointe Asset Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Belpointe Asset Management’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-783
Closed -$34.7K – 889
2023
Q1 		$34.7K Hold
783
– – ﹤0.01% 1946
2022
Q4 		$30.2K Buy
+783
New +$29.1K ﹤0.01% 1907

Other funds holding GENZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Belpointe Asset Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2023, closing a stake of 783 shares — an estimated $34.7K sold.

Belpointe Asset Management first reported a position in GENZ in Q4 2022 and held it in 2 quarters. The position peaked at $34.7K in Q1 2023. 43 funds tracked by Wall St. Rank hold GENZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining VanEck Digital Native Economy ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 783 VanEck Digital Native Economy ETF shares in Q2 2023, an estimated $34.7K.
  • Belpointe Asset Management first reported a position in VanEck Digital Native Economy ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's VanEck Digital Native Economy ETF position peaked at $34.7K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2023.

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