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Geneos Wealth Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Geneos Wealth Management’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-709
Closed -$35K – 2904
2024
Q3 		$35K Buy
+709
New +$33.8K ﹤0.01% 1331
2018
Q4 		– Sell
-23
Closed -$1K – 2406
2018
Q3 		$1K Buy
+23
New +$1.11K ﹤0.01% 2335
2017
Q4 		– Sell
-26
Closed -$1K – 2172
2017
Q3 		$1K Sell
26
-65
-71% -$3.05K ﹤0.01% 2032
2017
Q2 		$4K Sell
91
-6
-6% -$263 ﹤0.01% 1779
2017
Q1 		$4K Hold
97
– – ﹤0.01% 1729
2016
Q4 		$3K Sell
97
-27
-22% -$1.15K ﹤0.01% 1755
2016
Q3 		$5K Buy
+124
New +$5.71K ﹤0.01% 1558

Other funds holding ENZL

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Geneos Wealth Management's ENZL Position: Q4 2024 in Review

Geneos Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2024, closing a stake of 709 shares — an estimated $35K sold.

Geneos Wealth Management first reported a position in ENZL in Q3 2016 and held it in 7 quarters. The position peaked at $35K in Q3 2024. 33 funds tracked by Wall St. Rank hold ENZL as of Q4 2024.

  • Geneos Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 709 iShares MSCI New Zealand ETF shares in Q4 2024, an estimated $35K.
  • Geneos Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q3 2016 and held it in 7 quarters.
  • Geneos Wealth Management's iShares MSCI New Zealand ETF position peaked at $35K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.