Geneos Wealth Management
EDEN icon

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

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Jane Street
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Kovitz Investment Group Partners
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6 Meridian
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 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.