Geneos Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-146	Closed	-$4K	–	2010
2022 Q2	$4K	Hold	146	–	–	﹤0.01%	2232
2022 Q1	$5K	Hold	146	–	–	﹤0.01%	2311
2021 Q4	$6K	Hold	146	–	–	﹤0.01%	2331
2021 Q3	$6K	Buy	+146	New	+$6.1K	﹤0.01%	2374
2021 Q2	–	Sell	-1,053	Closed	-$40K	–	2848
2021 Q1	$40K	Hold	1,053	–	–	﹤0.01%	1737
2020 Q4	$39K	Hold	1,053	–	–	﹤0.01%	1567
2020 Q3	$31K	Hold	1,053	–	–	﹤0.01%	1448
2020 Q2	$28K	Hold	1,053	–	–	﹤0.01%	1462
2020 Q1	$23K	Hold	1,053	–	–	﹤0.01%	1440
2019 Q4	$30K	Hold	1,053	–	–	﹤0.01%	1498
2019 Q3	$27K	Hold	1,053	–	–	﹤0.01%	1464
2019 Q2	$27K	Hold	1,053	–	–	﹤0.01%	1478
2019 Q1	$27K	Hold	1,053	–	–	﹤0.01%	1425
2018 Q4	$22K	Hold	1,053	–	–	﹤0.01%	1452
2018 Q3	$31K	Buy	+1,053	New	+$30.7K	﹤0.01%	1384

Other funds holding AIEQ

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CBT

CoreFirst Bank & Trust Topeka, Kansas $189M AUM 19.48% 1-Year Est. Return

Geneos Wealth Management's AIEQ Position: Q3 2022 in Review

Geneos Wealth Management sold out of Amplify AI Powered Equity ETF (AIEQ) in Q3 2022, closing a stake of 146 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in AIEQ in Q3 2018 and held it in 15 quarters. The position peaked at $40K in Q1 2021. 30 funds tracked by Wall St. Rank hold AIEQ as of Q3 2022.

Geneos Wealth Management reported no remaining Amplify AI Powered Equity ETF position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 146 Amplify AI Powered Equity ETF shares in Q3 2022, an estimated $4K.
Geneos Wealth Management first reported a position in Amplify AI Powered Equity ETF in Q3 2018 and held it in 15 quarters.
Geneos Wealth Management's Amplify AI Powered Equity ETF position peaked at $40K in Q1 2021.
30 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.