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Geneos Wealth Management’s Global X Alternative Income ETF ALTY Stock Holding History

Geneos Wealth Management’s Portfolio ALTY Stock Details ALTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,500
Closed -$13K – 2561
2020
Q1 		$13K Hold
1,500
– – ﹤0.01% 1674
2019
Q4 		$22K Hold
1,500
– – ﹤0.01% 1630
2019
Q3 		$22K Buy
+1,500
New +$22.3K ﹤0.01% 1550

Other funds holding ALTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geneos Wealth Management's ALTY Position: Q2 2020 in Review

Geneos Wealth Management sold out of Global X Alternative Income ETF (ALTY) in Q2 2020, closing a stake of 1,500 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in ALTY in Q3 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 14 funds tracked by Wall St. Rank hold ALTY as of Q2 2020.

  • Geneos Wealth Management reported no remaining Global X Alternative Income ETF position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 1,500 Global X Alternative Income ETF shares in Q2 2020, an estimated $13K.
  • Geneos Wealth Management first reported a position in Global X Alternative Income ETF in Q3 2019 and held it in 3 quarters.
  • Geneos Wealth Management's Global X Alternative Income ETF position peaked at $22K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.