Geneos Wealth Management’s iShares MSCI Denmark ETF EDEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-110	Closed	-$7K	–	2403
2018 Q3	$7K	Hold	110	–	–	﹤0.01%	1952
2018 Q2	$7K	Hold	110	–	–	﹤0.01%	1819
2018 Q1	$7K	Hold	110	–	–	﹤0.01%	1755
2017 Q4	$7K	Buy	+110	New	+$7.35K	﹤0.01%	1729

Other funds holding EDEN

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Geneos Wealth Management's EDEN Position: Q4 2018 in Review

Geneos Wealth Management sold out of iShares MSCI Denmark ETF (EDEN) in Q4 2018, closing a stake of 110 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in EDEN in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 17 funds tracked by Wall St. Rank hold EDEN as of Q4 2018.

Geneos Wealth Management reported no remaining iShares MSCI Denmark ETF position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 110 iShares MSCI Denmark ETF shares in Q4 2018, an estimated $7K.
Geneos Wealth Management first reported a position in iShares MSCI Denmark ETF in Q4 2017 and held it in 4 quarters.
Geneos Wealth Management's iShares MSCI Denmark ETF position peaked at $7K in Q3 2018.
17 funds tracked by Wall St. Rank held iShares MSCI Denmark ETF as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.