Geneos Wealth Management’s iPath Select MLP ETN ATMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-23,384	Closed	-$487K	–	2383
2018 Q3	$487K	Sell	23,384 -206	-0.9%	-$4.38K	0.03%	395
2018 Q2	$478K	Buy	23,590 +877	+4%	+$17.4K	0.04%	336
2018 Q1	$416K	Buy	22,713 +12,629	+125%	+$261K	0.04%	344
2017 Q4	$209K	Buy	10,084 +881	+10%	+$18.1K	0.02%	521
2017 Q3	$196K	Buy	+9,203	New	+$200K	0.02%	514

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geneos Wealth Management's ATMP Position: Q4 2018 in Review

Geneos Wealth Management sold out of iPath Select MLP ETN (ATMP) in Q4 2018, closing a stake of 23,384 shares — an estimated $487K sold.

Geneos Wealth Management first reported a position in ATMP in Q3 2017 and held it in 5 quarters. The position peaked at $487K in Q3 2018. 34 funds tracked by Wall St. Rank hold ATMP as of Q4 2018.

Geneos Wealth Management reported no remaining iPath Select MLP ETN position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 23,384 iPath Select MLP ETN shares in Q4 2018, an estimated $487K.
Geneos Wealth Management first reported a position in iPath Select MLP ETN in Q3 2017 and held it in 5 quarters.
Geneos Wealth Management's iPath Select MLP ETN position peaked at $487K in Q3 2018.
34 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.