Geneos Wealth Management’s Global X MSCI China Financials ETF CHIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-700	Closed	-$11K	–	2470
2018 Q2	$11K	Hold	700	–	–	﹤0.01%	1704
2018 Q1	$12K	Hold	700	–	–	﹤0.01%	1595
2017 Q4	$12K	Hold	700	–	–	﹤0.01%	1585
2017 Q3	$11K	Hold	700	–	–	﹤0.01%	1557
2017 Q2	$10K	Hold	700	–	–	﹤0.01%	1558
2017 Q1	$10K	Hold	700	–	–	﹤0.01%	1501
2016 Q4	$8K	Sell	700 -800	-53%	-$11K	﹤0.01%	1522
2016 Q3	$21K	Buy	+1,500	New	+$20.4K	﹤0.01%	1129

Other funds holding CHIX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geneos Wealth Management's CHIX Position: Q3 2018 in Review

Geneos Wealth Management sold out of Global X MSCI China Financials ETF (CHIX) in Q3 2018, closing a stake of 700 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in CHIX in Q3 2016 and held it in 8 quarters. The position peaked at $21K in Q3 2016. 16 funds tracked by Wall St. Rank hold CHIX as of Q3 2018.

Geneos Wealth Management reported no remaining Global X MSCI China Financials ETF position as of Q3 2018 after selling out during the quarter.
Geneos Wealth Management sold 700 Global X MSCI China Financials ETF shares in Q3 2018, an estimated $11K.
Geneos Wealth Management first reported a position in Global X MSCI China Financials ETF in Q3 2016 and held it in 8 quarters.
Geneos Wealth Management's Global X MSCI China Financials ETF position peaked at $21K in Q3 2016.
16 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.