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Geneos Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Geneos Wealth Management’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-67
Closed -$6K – 2837
2021
Q2 		$6K Buy
+67
New +$6.24K ﹤0.01% 2368

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geneos Wealth Management's BBRE Position: Q3 2021 in Review

Geneos Wealth Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2021, closing a stake of 67 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in BBRE in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 37 funds tracked by Wall St. Rank hold BBRE as of Q3 2021.

  • Geneos Wealth Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 67 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2021, an estimated $6K.
  • Geneos Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2021 and held it in 1 quarter.
  • Geneos Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $6K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.