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Geneos Wealth Management’s Global X DAX Germany ETF DAX Stock Holding History

Geneos Wealth Management’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,409
Closed -$76.5K – 2568
2024
Q2 		$76.5K Buy
2,409
+763
+46% +$25K ﹤0.01% 942
2024
Q1 		$55K Buy
+1,646
New +$51.6K ﹤0.01% 1032

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geneos Wealth Management's DAX Position: Q3 2024 in Review

Geneos Wealth Management sold out of Global X DAX Germany ETF (DAX) in Q3 2024, closing a stake of 2,409 shares — an estimated $76.5K sold.

Geneos Wealth Management first reported a position in DAX in Q1 2024 and held it in 2 quarters. The position peaked at $76.5K in Q2 2024. 21 funds tracked by Wall St. Rank hold DAX as of Q3 2024.

  • Geneos Wealth Management reported no remaining Global X DAX Germany ETF position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 2,409 Global X DAX Germany ETF shares in Q3 2024, an estimated $76.5K.
  • Geneos Wealth Management first reported a position in Global X DAX Germany ETF in Q1 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Global X DAX Germany ETF position peaked at $76.5K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.