Geneos Wealth Management’s Xtrackers MSCI Emerging Markets Hedged Equity ETF DBEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$19K	–	2074
2016 Q4	$19K	Hold	1,000	–	–	﹤0.01%	1197
2016 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1131
2016 Q2	$19K	Buy	+1,000	New	+$18.6K	﹤0.01%	1129

Other funds holding DBEM

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Geneos Wealth Management's DBEM Position: Q1 2017 in Review

Geneos Wealth Management sold out of Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) in Q1 2017, closing a stake of 1,000 shares — an estimated $19K sold.

Geneos Wealth Management first reported a position in DBEM in Q2 2016 and held it in 3 quarters. The position peaked at $20K in Q3 2016. 37 funds tracked by Wall St. Rank hold DBEM as of Q1 2017.

Geneos Wealth Management reported no remaining Xtrackers MSCI Emerging Markets Hedged Equity ETF position as of Q1 2017 after selling out during the quarter.
Geneos Wealth Management sold 1,000 Xtrackers MSCI Emerging Markets Hedged Equity ETF shares in Q1 2017, an estimated $19K.
Geneos Wealth Management first reported a position in Xtrackers MSCI Emerging Markets Hedged Equity ETF in Q2 2016 and held it in 3 quarters.
Geneos Wealth Management's Xtrackers MSCI Emerging Markets Hedged Equity ETF position peaked at $20K in Q3 2016.
37 funds tracked by Wall St. Rank held Xtrackers MSCI Emerging Markets Hedged Equity ETF as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.