Geneos Wealth Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-800	Closed	-$20K	–	1870
2016 Q1	$20K	Buy	+800	New	+$19.6K	﹤0.01%	1099

Other funds holding CYB

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

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

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

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Geneos Wealth Management's CYB Position: Q2 2016 in Review

Geneos Wealth Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2016, closing a stake of 800 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in CYB in Q1 2016 and held it in 1 quarter. The position peaked at $20K in Q1 2016. 16 funds tracked by Wall St. Rank hold CYB as of Q2 2016.

Geneos Wealth Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2016 after selling out during the quarter.
Geneos Wealth Management sold 800 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2016, an estimated $20K.
Geneos Wealth Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2016 and held it in 1 quarter.
Geneos Wealth Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $20K in Q1 2016.
16 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2016.

Based on Geneos Wealth Management's 13F filing for Q2 2016, filed 7 Sep 2021.