GWM
BTAL icon

Geneos Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Geneos Wealth Management’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49K Hold
250
– – ﹤0.01% 2227
2025
Q4 		$3.6K Buy
+250
New +$3.76K ﹤0.01% 2220
2025
Q2 		– Sell
-2,494
Closed -$52K – 3123
2025
Q1 		$52K Buy
+2,494
New +$47.3K ﹤0.01% 1903
2024
Q4 		– Sell
-35,150
Closed -$689K – 2890
2024
Q3 		$689K Buy
35,150
+1,600
+5% +$31.8K 0.03% 482
2024
Q2 		$658K Sell
33,550
-10,200
-23% -$194K 0.03% 434
2024
Q1 		$788K Buy
43,750
+2,364
+6% +$42.9K 0.04% 395
2023
Q4 		$701K Buy
41,386
+3,249
+9% +$64.6K 0.03% 396
2023
Q3 		$757K Buy
38,137
+21,187
+125% +$401K 0.04% 371
2023
Q2 		$318K Sell
16,950
-2,052
-11% -$41.4K 0.02% 573
2023
Q1 		$388K Buy
19,002
+15,983
+529% +$322K 0.02% 494
2022
Q4 		$64K Buy
+3,019
New +$62.6K ﹤0.01% 959

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return