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Geneos Wealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Geneos Wealth Management’s Portfolio CHIQ Stock Details CHIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-700
Closed -$23K – 2891
2021
Q1 		$23K Buy
+700
New +$26.5K ﹤0.01% 1997
2018
Q3 		– Sell
-500
Closed -$8K – 2409
2018
Q2 		$8K Hold
500
– – ﹤0.01% 1779
2018
Q1 		$9K Hold
500
– – ﹤0.01% 1674
2017
Q4 		$9K Buy
+500
New +$8.92K ﹤0.01% 1661

Other funds holding CHIQ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Geneos Wealth Management's CHIQ Position: Q2 2021 in Review

Geneos Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q2 2021, closing a stake of 700 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in CHIQ in Q4 2017 and held it in 4 quarters. The position peaked at $23K in Q1 2021. 75 funds tracked by Wall St. Rank hold CHIQ as of Q2 2021.

  • Geneos Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 700 Global X MSCI China Consumer Discretionary ETF shares in Q2 2021, an estimated $23K.
  • Geneos Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q4 2017 and held it in 4 quarters.
  • Geneos Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $23K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.