GWM
ESCR

Geneos Wealth Management’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Geneos Wealth Management’s Portfolio ESCR Stock Details ESCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-114
Closed -$2K – 2598
2019
Q3 		$2K Hold
114
– – ﹤0.01% 2342
2019
Q2 		$2K Buy
+114
New +$2.66K ﹤0.01% 2353

Other funds holding ESCR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Geneos Wealth Management's ESCR Position: Q4 2019 in Review

Geneos Wealth Management sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q4 2019, closing a stake of 114 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in ESCR in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 9 funds tracked by Wall St. Rank hold ESCR as of Q4 2019.

  • Geneos Wealth Management reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q4 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 114 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q4 2019, an estimated $2K.
  • Geneos Wealth Management first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q2 2019 and held it in 2 quarters.
  • Geneos Wealth Management's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $2K in Q3 2019.
  • 9 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.