Geneos Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-524	Closed	-$7K	–	2597
2022 Q1	$7K	Sell	524 -20,896	-98%	-$311K	﹤0.01%	2202
2021 Q4	$345K	Buy	+21,420	New	+$338K	0.01%	685

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BAM

Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

RWA

Redmont Wealth Advisors Chicago, Illinois $66M AUM 13.09% 1-Year Est. Return

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

Geneos Wealth Management sold out of Barron's 400 ETF (BFOR) in Q2 2022, closing a stake of 524 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in BFOR in Q4 2021 and held it in 2 quarters. The position peaked at $345K in Q4 2021. 26 funds tracked by Wall St. Rank hold BFOR as of Q2 2022.

Geneos Wealth Management reported no remaining Barron's 400 ETF position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 524 Barron's 400 ETF shares in Q2 2022, an estimated $7K.
Geneos Wealth Management first reported a position in Barron's 400 ETF in Q4 2021 and held it in 2 quarters.
Geneos Wealth Management's Barron's 400 ETF position peaked at $345K in Q4 2021.
26 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2022.

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