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Geneos Wealth Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Geneos Wealth Management’s Portfolio ADME Stock Details ADME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,110
Closed -$236K – 2845
2021
Q1 		$236K Sell
6,110
-1,951
-24% -$70.5K 0.01% 902
2020
Q4 		$18K Buy
+8,061
New +$280K ﹤0.01% 1957

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Geneos Wealth Management's ADME Position: Q2 2021 in Review

Geneos Wealth Management sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2021, closing a stake of 6,110 shares — an estimated $236K sold.

Geneos Wealth Management first reported a position in ADME in Q4 2020 and held it in 2 quarters. The position peaked at $236K in Q1 2021. 20 funds tracked by Wall St. Rank hold ADME as of Q2 2021.

  • Geneos Wealth Management reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 6,110 Aptus Behavioral Momentum ETF shares in Q2 2021, an estimated $236K.
  • Geneos Wealth Management first reported a position in Aptus Behavioral Momentum ETF in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Aptus Behavioral Momentum ETF position peaked at $236K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.