Geneos Wealth Management’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-434	Closed	-$23K	–	2903
2020 Q3	$23K	Hold	434	–	–	﹤0.01%	1589
2020 Q2	$22K	Hold	434	–	–	﹤0.01%	1572
2020 Q1	$20K	Hold	434	–	–	﹤0.01%	1507
2019 Q4	$22K	Hold	434	–	–	﹤0.01%	1632
2019 Q3	$21K	Hold	434	–	–	﹤0.01%	1566
2019 Q2	$21K	Hold	434	–	–	﹤0.01%	1596
2019 Q1	$20K	Hold	434	–	–	﹤0.01%	1558
2018 Q4	$18K	Hold	434	–	–	﹤0.01%	1535
2018 Q3	$22K	Buy	+434	New	+$22.3K	﹤0.01%	1527

Other funds holding CFO

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's CFO Position: Q4 2020 in Review

Geneos Wealth Management sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q4 2020, closing a stake of 434 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in CFO in Q3 2018 and held it in 9 quarters. The position peaked at $23K in Q3 2020. 58 funds tracked by Wall St. Rank hold CFO as of Q4 2020.

Geneos Wealth Management reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 434 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q4 2020, an estimated $23K.
Geneos Wealth Management first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q3 2018 and held it in 9 quarters.
Geneos Wealth Management's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $23K in Q3 2020.
58 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.