GWM
EJAN icon

Geneos Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Geneos Wealth Management’s Portfolio EJAN Stock Details EJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$8.6K – 2153
2023
Q4 		$8.6K Hold
300
– – ﹤0.01% 1582
2023
Q3 		$8.21K Hold
300
– – ﹤0.01% 1626
2023
Q2 		$8.51K Hold
300
– – ﹤0.01% 1617
2023
Q1 		$8.46K Hold
300
– – ﹤0.01% 1596
2022
Q4 		$8.16K Hold
300
– – ﹤0.01% 1587
2022
Q3 		$7K Buy
+300
New +$8.07K ﹤0.01% 1608

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Geneos Wealth Management's EJAN Position: Q1 2024 in Review

Geneos Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 300 shares — an estimated $8.6K sold.

Geneos Wealth Management first reported a position in EJAN in Q3 2022 and held it in 6 quarters. The position peaked at $8.6K in Q4 2023. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

  • Geneos Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 300 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $8.6K.
  • Geneos Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q3 2022 and held it in 6 quarters.
  • Geneos Wealth Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $8.6K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.