Geneos Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Geneos Wealth Management’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-17	Closed	-$1K	–	2581
2022 Q1	$1K	Buy	+17	New	+$1.25K	﹤0.01%	2606
2019 Q3	–	Sell	-650	Closed	-$39K	–	2487
2019 Q2	$39K	Hold	650	–	–	﹤0.01%	1311
2019 Q1	$39K	Sell	650 -300	-32%	-$17.9K	﹤0.01%	1261
2018 Q4	$52K	Sell	950 -76	-7%	-$4.32K	﹤0.01%	1073
2018 Q3	$64K	Sell	1,026 -1,454	-59%	-$90.4K	﹤0.01%	1056
2018 Q2	$155K	Buy	2,480 +1,130	+84%	+$75.3K	0.01%	630
2018 Q1	$92K	Buy	+1,350	New	+$93.1K	0.01%	778

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TWM

Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's AIA Position: Q2 2022 in Review

Geneos Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q2 2022, closing a stake of 17 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in AIA in Q1 2018 and held it in 7 quarters. The position peaked at $155K in Q2 2018. 75 funds tracked by Wall St. Rank hold AIA as of Q2 2022.

Geneos Wealth Management reported no remaining iShares Asia 50 ETF position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 17 iShares Asia 50 ETF shares in Q2 2022, an estimated $1K.
Geneos Wealth Management first reported a position in iShares Asia 50 ETF in Q1 2018 and held it in 7 quarters.
Geneos Wealth Management's iShares Asia 50 ETF position peaked at $155K in Q2 2018.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.