Geneos Wealth Management’s Arrow Investments Trust Arrow DWA Tactical ETF DWAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-273	Closed	-$3K	–	2806
2021 Q4	$3K	Hold	273	–	–	﹤0.01%	2515
2021 Q3	$3K	Hold	273	–	–	﹤0.01%	2563
2021 Q2	$3K	Hold	273	–	–	﹤0.01%	2566
2021 Q1	$3K	Hold	273	–	–	﹤0.01%	2786
2020 Q4	$3K	Hold	273	–	–	﹤0.01%	2609
2020 Q3	$2K	Hold	273	–	–	﹤0.01%	2400
2020 Q2	$2K	Hold	273	–	–	﹤0.01%	2345
2020 Q1	$2K	Hold	273	–	–	﹤0.01%	2245
2019 Q4	$3K	Hold	273	–	–	﹤0.01%	2287
2019 Q3	$3K	Hold	273	–	–	﹤0.01%	2214
2019 Q2	$3K	Hold	273	–	–	﹤0.01%	2215
2019 Q1	$2K	Hold	273	–	–	﹤0.01%	2230
2018 Q4	$2K	Hold	273	–	–	﹤0.01%	2189
2018 Q3	$3K	Hold	273	–	–	﹤0.01%	2173
2018 Q2	$3K	Hold	273	–	–	﹤0.01%	2033
2018 Q1	$3K	Buy	+273	New	+$3.27K	﹤0.01%	1945

Other funds holding DWAT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Geneos Wealth Management's DWAT Position: Q1 2022 in Review

Geneos Wealth Management sold out of Arrow Investments Trust Arrow DWA Tactical ETF (DWAT) in Q1 2022, closing a stake of 273 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in DWAT in Q1 2018 and held it in 16 quarters. The position peaked at $3K in Q4 2021. 7 funds tracked by Wall St. Rank hold DWAT as of Q1 2022.

Geneos Wealth Management reported no remaining Arrow Investments Trust Arrow DWA Tactical ETF position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 273 Arrow Investments Trust Arrow DWA Tactical ETF shares in Q1 2022, an estimated $3K.
Geneos Wealth Management first reported a position in Arrow Investments Trust Arrow DWA Tactical ETF in Q1 2018 and held it in 16 quarters.
Geneos Wealth Management's Arrow Investments Trust Arrow DWA Tactical ETF position peaked at $3K in Q4 2021.
7 funds tracked by Wall St. Rank held Arrow Investments Trust Arrow DWA Tactical ETF as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.