Commonwealth Equity Services
GENY

Commonwealth Equity Services’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-16,561
Closed -$657K – 4068
2023
Q3 		$657K Buy
16,561
+2,366
+17% +$100K ﹤0.01% 2364
2023
Q2 		$608K Buy
14,195
+4,308
+44% +$179K ﹤0.01% 2461
2023
Q1 		$424 Sell
9,887
-52
-0.5% -$2.22K ﹤0.01% 2694
2022
Q4 		$381K Sell
9,939
-1,205
-11% -$44K ﹤0.01% 2691
2022
Q3 		$378K Buy
11,144
+1,930
+21% +$75.9K ﹤0.01% 2632
2022
Q2 		$362K Buy
+9,214
New +$396K ﹤0.01% 2665
2022
Q1 		– Sell
-3,526
Closed -$203K – 3822
2021
Q4 		$203K Buy
3,526
+4
+0.1% +$245 ﹤0.01% 3296
2021
Q3 		$214K Buy
3,522
+301
+9% +$19.1K ﹤0.01% 3224
2021
Q2 		$214K Buy
+3,221
New +$207K ﹤0.01% 3219

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services's GENY Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 16,561 shares — an estimated $657K sold.

Commonwealth Equity Services first reported a position in GENY in Q2 2021 and held it in 9 quarters. The position peaked at $657K in Q3 2023. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Commonwealth Equity Services reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 16,561 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $657K.
  • Commonwealth Equity Services first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q2 2021 and held it in 9 quarters.
  • Commonwealth Equity Services's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $657K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.