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Geneos Wealth Management’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Geneos Wealth Management’s Portfolio EFAD Stock Details EFAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-44
Closed -$1K – 2425
2018
Q4 		$1K Buy
+44
New +$1.55K ﹤0.01% 2292

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's EFAD Position: Q1 2019 in Review

Geneos Wealth Management sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q1 2019, closing a stake of 44 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in EFAD in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 33 funds tracked by Wall St. Rank hold EFAD as of Q1 2019.

  • Geneos Wealth Management reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q1 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 44 ProShares MSCI EAFE Dividend Growers ETF shares in Q1 2019, an estimated $1K.
  • Geneos Wealth Management first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2018 and held it in 1 quarter.
  • Geneos Wealth Management's ProShares MSCI EAFE Dividend Growers ETF position peaked at $1K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.