Elmwood Wealth Management’s Global X Genomics & Biotechnology ETF GNOM Stock Holding History

Elmwood Wealth Management’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	-16,646	Closed	-$677K	–	107
2023 Q3	$677K	Sell	16,646 -81	-0.5%	-$3.69K	0.33%	85
2023 Q2	$811K	Buy	16,727 +845	+5%	+$42.3K	0.38%	80
2023 Q1	$783K	Buy	15,882 +631	+4%	+$32.5K	0.37%	83
2022 Q4	$772K	Sell	15,251 -200	-1%	-$10.3K	0.39%	84
2022 Q3	$776K	Sell	15,451 -162	-1%	-$9.14K	0.39%	77
2022 Q2	$763K	Buy	15,613 +1,057	+7%	+$53.6K	0.43%	79
2022 Q1	$875K	Buy	14,556 +10,153	+231%	+$640K	0.45%	75
2021 Q4	$350K	Buy	+4,403	New	+$370K	0.17%	95
2021 Q2	$12K	Buy	+125	New	+$11.1K	0.01%	250

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

Elmwood Wealth Management's GNOM Position: Q4 2023 in Review

Elmwood Wealth Management sold out of Global X Genomics & Biotechnology ETF (GNOM) in Q4 2023, closing a stake of 16,646 shares — an estimated $677K sold.

Elmwood Wealth Management first reported a position in GNOM in Q2 2021 and held it in 9 quarters. The position peaked at $875K in Q1 2022. 61 funds tracked by Wall St. Rank hold GNOM as of Q4 2023.

Elmwood Wealth Management reported no remaining Global X Genomics & Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
Elmwood Wealth Management sold 16,646 Global X Genomics & Biotechnology ETF shares in Q4 2023, an estimated $677K.
Elmwood Wealth Management first reported a position in Global X Genomics & Biotechnology ETF in Q2 2021 and held it in 9 quarters.
Elmwood Wealth Management's Global X Genomics & Biotechnology ETF position peaked at $875K in Q1 2022.
61 funds tracked by Wall St. Rank held Global X Genomics & Biotechnology ETF as of Q4 2023.

Based on Elmwood Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.