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Geneos Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Geneos Wealth Management’s Portfolio DDM Stock Details DDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-260
Closed -$9K – 2905
2021
Q1 		$9K Hold
260
– – ﹤0.01% 2411
2020
Q4 		$2K Buy
+260
New +$6.67K ﹤0.01% 2681

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

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

Geneos Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q2 2021, closing a stake of 260 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in DDM in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 35 funds tracked by Wall St. Rank hold DDM as of Q2 2021.

  • Geneos Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 260 ProShares Ultra Dow30 shares in Q2 2021, an estimated $9K.
  • Geneos Wealth Management first reported a position in ProShares Ultra Dow30 in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's ProShares Ultra Dow30 position peaked at $9K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2021.

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