Geneos Wealth Management
AMJ icon

Geneos Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Geneos Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-86
Closed -$1K – 2823
2022
Q1 		$1K Hold
86
– – ﹤0.01% 2718
2021
Q4 		$1K Hold
86
– – ﹤0.01% 2735
2021
Q3 		$1K Hold
86
– – ﹤0.01% 2806
2021
Q2 		$1K Hold
86
– – ﹤0.01% 2819
2021
Q1 		$1K Hold
86
– – ﹤0.01% 3085
2020
Q4 		$1K Buy
+86
New +$1.12K ﹤0.01% 2848
2020
Q3 		– Sell
-86
Closed -$1K – 2703
2020
Q2 		$1K Buy
+86
New +$1.13K ﹤0.01% 2533
2020
Q1 		– Sell
-86
Closed -$1K – 2633
2019
Q4 		$1K Hold
86
– – ﹤0.01% 2519
2019
Q3 		$1K Sell
86
-67,908
-100% -$1.64M ﹤0.01% 2456
2019
Q2 		$1.71M Sell
67,994
-4,927
-7% -$124K 0.11% 191
2019
Q1 		$1.86M Sell
72,921
-28,017
-28% -$700K 0.12% 184
2018
Q4 		$2.21M Buy
100,938
+100,438
+20,088% +$2.54M 0.16% 158
2018
Q3 		$13K Buy
+500
New +$14K ﹤0.01% 1764
2018
Q2 		– Sell
-1,175
Closed -$28K – 2343
2018
Q1 		$28K Sell
1,175
-33
-3% -$904 ﹤0.01% 1253
2017
Q4 		$33K Sell
1,208
-1,066
-47% -$28.9K ﹤0.01% 1193
2017
Q3 		$64K Sell
2,274
-13,560
-86% -$390K 0.01% 857
2017
Q2 		$470K Buy
15,834
+1,307
+9% +$40.2K 0.05% 305
2017
Q1 		$469K Buy
14,527
+2,348
+19% +$76.7K 0.05% 291
2016
Q4 		$381K Buy
12,179
+719
+6% +$22K 0.05% 309
2016
Q3 		$360K Buy
11,460
+2,180
+23% +$68.6K 0.05% 310
2016
Q2 		$292K Sell
9,280
-286
-3% -$8.52K 0.04% 359
2016
Q1 		$252K Buy
+9,566
New +$241K 0.04% 382

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

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

Geneos Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2022, closing a stake of 86 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in AMJ in Q1 2016 and held it in 22 quarters. The position peaked at $2.21M in Q4 2018. 178 funds tracked by Wall St. Rank hold AMJ as of Q2 2022.

  • Geneos Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 86 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2016 and held it in 22 quarters.
  • Geneos Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.21M in Q4 2018.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2022.

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