GWM
DJIA icon

Geneos Wealth Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Geneos Wealth Management’s Portfolio DJIA Stock Details DJIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$8.84K – 2569
2024
Q2 		$8.84K Buy
400
+150
+60% +$3.33K ﹤0.01% 1576
2024
Q1 		$5.7K Hold
250
– – ﹤0.01% 1682
2023
Q4 		$5.48K Buy
+250
New +$5.38K ﹤0.01% 1706

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Geneos Wealth Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q3 2024, closing a stake of 400 shares — an estimated $8.84K sold.

Geneos Wealth Management first reported a position in DJIA in Q4 2023 and held it in 3 quarters. The position peaked at $8.84K in Q2 2024. 33 funds tracked by Wall St. Rank hold DJIA as of Q3 2024.

  • Geneos Wealth Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 400 Global X Dow 30 Covered Call ETF shares in Q3 2024, an estimated $8.84K.
  • Geneos Wealth Management first reported a position in Global X Dow 30 Covered Call ETF in Q4 2023 and held it in 3 quarters.
  • Geneos Wealth Management's Global X Dow 30 Covered Call ETF position peaked at $8.84K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2024.

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