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Geneos Wealth Management’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

Geneos Wealth Management’s Portfolio EET Stock Details EET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25
Closed -$2K – 2918
2021
Q1 		$2K Hold
25
– – ﹤0.01% 2876
2020
Q4 		$2K Buy
+25
New +$2.06K ﹤0.01% 2687

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ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Geneos Wealth Management's EET Position: Q2 2021 in Review

Geneos Wealth Management sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q2 2021, closing a stake of 25 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in EET in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 20 funds tracked by Wall St. Rank hold EET as of Q2 2021.

  • Geneos Wealth Management reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 25 ProShares Ultra MSCI Emerging Markets shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in ProShares Ultra MSCI Emerging Markets in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's ProShares Ultra MSCI Emerging Markets position peaked at $2K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.