Geneos Wealth Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,050	Closed	-$21.8K	–	3101
2024 Q4	$21.8K	Hold	1,050	–	–	﹤0.01%	1688
2024 Q3	$23.7K	Hold	1,050	–	–	﹤0.01%	1502
2024 Q2	$21.9K	Hold	1,050	–	–	﹤0.01%	1316
2024 Q1	$21.6K	Hold	1,050	–	–	﹤0.01%	1337
2023 Q4	$21.9K	Hold	1,050	–	–	﹤0.01%	1319
2023 Q3	$21K	Hold	1,050	–	–	﹤0.01%	1354
2023 Q2	$21.7K	Hold	1,050	–	–	﹤0.01%	1342
2023 Q1	$21.5K	Hold	1,050	–	–	﹤0.01%	1323
2022 Q4	$20.7K	Hold	1,050	–	–	﹤0.01%	1331
2022 Q3	$20K	Hold	1,050	–	–	﹤0.01%	1319
2022 Q2	$22K	Hold	1,050	–	–	﹤0.01%	1643
2022 Q1	$22K	Hold	1,050	–	–	﹤0.01%	1755
2021 Q4	$25K	Buy	+1,050	New	+$26.4K	﹤0.01%	1763
2020 Q4	–	Sell	-75	Closed	-$1K	–	2918
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	2510
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	2450
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	2361
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	2455
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	2389
2019 Q2	$1K	Hold	75	–	–	﹤0.01%	2391
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	2315
2018 Q4	$1K	Hold	75	–	–	﹤0.01%	2290
2018 Q3	$1K	Hold	75	–	–	﹤0.01%	2333
2018 Q2	$1K	Hold	75	–	–	﹤0.01%	2179
2018 Q1	$1K	Hold	75	–	–	﹤0.01%	2091
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	2013
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	1959
2017 Q2	$1K	Hold	75	–	–	﹤0.01%	1987
2017 Q1	$1K	Hold	75	–	–	﹤0.01%	1972
2016 Q4	$1K	Buy	+75	New	+$1.74K	﹤0.01%	1943

Other funds holding ECON

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

OMC

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Geneos Wealth Management's ECON Position: Q1 2025 in Review

Geneos Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2025, closing a stake of 1,050 shares — an estimated $21.8K sold.

Geneos Wealth Management first reported a position in ECON in Q4 2016 and held it in 29 quarters. The position peaked at $25K in Q4 2021. 33 funds tracked by Wall St. Rank hold ECON as of Q1 2025.

Geneos Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,050 Columbia Emerging Markets Consumer ETF shares in Q1 2025, an estimated $21.8K.
Geneos Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2016 and held it in 29 quarters.
Geneos Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $25K in Q4 2021.
33 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.