Forvis Mazars Wealth Advisors’s Global X Genomics & Biotechnology ETF GNOM Stock Holding History

Forvis Mazars Wealth 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
2024 Q1	–	Sell	-2,989	Closed	-$138K	–	397
2023 Q4	$138K	Hold	2,989	–	–	﹤0.01%	382
2023 Q3	$122K	Hold	2,989	–	–	﹤0.01%	383
2023 Q2	$145K	Hold	2,989	–	–	﹤0.01%	401
2023 Q1	$147K	Hold	2,989	–	–	﹤0.01%	400
2022 Q4	$151K	Hold	2,989	–	–	0.01%	380
2022 Q3	$150K	Buy	+2,989	New	+$169K	0.01%	378

Other funds holding GNOM

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

IWM

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Forvis Mazars Wealth Advisors's GNOM Position: Q1 2024 in Review

Forvis Mazars Wealth Advisors sold out of Global X Genomics & Biotechnology ETF (GNOM) in Q1 2024, closing a stake of 2,989 shares — an estimated $138K sold.

Forvis Mazars Wealth Advisors first reported a position in GNOM in Q3 2022 and held it in 6 quarters. The position peaked at $151K in Q4 2022. 59 funds tracked by Wall St. Rank hold GNOM as of Q1 2024.

Forvis Mazars Wealth Advisors reported no remaining Global X Genomics & Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,989 Global X Genomics & Biotechnology ETF shares in Q1 2024, an estimated $138K.
Forvis Mazars Wealth Advisors first reported a position in Global X Genomics & Biotechnology ETF in Q3 2022 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's Global X Genomics & Biotechnology ETF position peaked at $151K in Q4 2022.
59 funds tracked by Wall St. Rank held Global X Genomics & Biotechnology ETF as of Q1 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.