GWM
BKIS

Geneos Wealth Management’s BNY Mellon Sustainable International Equity ETF BKIS Stock Holding History

Geneos Wealth Management’s Portfolio BKIS Stock Details BKIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$8.98K – 2238
2023
Q4 		$8.98K Hold
200
– – ﹤0.01% 1574
2023
Q3 		$8.14K Hold
200
– – ﹤0.01% 1629
2023
Q2 		$9.02K Buy
+200
New +$8.92K ﹤0.01% 1606

Geneos Wealth Management's BKIS Position: Q1 2024 in Review

Geneos Wealth Management sold out of BNY Mellon Sustainable International Equity ETF (BKIS) in Q1 2024, closing a stake of 200 shares — an estimated $8.98K sold.

Geneos Wealth Management first reported a position in BKIS in Q2 2023 and held it in 3 quarters. The position peaked at $9.02K in Q2 2023. 0 funds tracked by Wall St. Rank hold BKIS as of Q1 2024.

  • Geneos Wealth Management reported no remaining BNY Mellon Sustainable International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 200 BNY Mellon Sustainable International Equity ETF shares in Q1 2024, an estimated $8.98K.
  • Geneos Wealth Management first reported a position in BNY Mellon Sustainable International Equity ETF in Q2 2023 and held it in 3 quarters.
  • Geneos Wealth Management's BNY Mellon Sustainable International Equity ETF position peaked at $9.02K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held BNY Mellon Sustainable International Equity ETF as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.