Geneos Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Geneos Wealth Management’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100	Closed	-$1.93K	–	2063
2022 Q4	$1.93K	Hold	100	–	–	﹤0.01%	1892
2022 Q3	$2K	Sell	100 -1,000	-91%	-$23.6K	﹤0.01%	1833
2022 Q2	$23K	Hold	1,100	–	–	﹤0.01%	1624
2022 Q1	$35K	Buy	1,100 +100	+10%	+$3.27K	﹤0.01%	1528
2021 Q4	$40K	Hold	1,000	–	–	﹤0.01%	1573
2021 Q3	$48K	Hold	1,000	–	–	﹤0.01%	1511
2021 Q2	$47K	Hold	1,000	–	–	﹤0.01%	1512
2021 Q1	$46K	Hold	1,000	–	–	﹤0.01%	1677
2020 Q4	$44K	Hold	1,000	–	–	﹤0.01%	1512
2020 Q3	$37K	Hold	1,000	–	–	﹤0.01%	1373
2020 Q2	$32K	Sell	1,000 -4,440	-82%	-$132K	﹤0.01%	1417
2020 Q1	$130K	Buy	5,440 +4,440	+444%	+$132K	0.01%	752
2019 Q4	$30K	Hold	1,000	–	–	﹤0.01%	1505
2019 Q3	$28K	Hold	1,000	–	–	﹤0.01%	1455
2019 Q2	$29K	Hold	1,000	–	–	﹤0.01%	1452
2019 Q1	$27K	Hold	1,000	–	–	﹤0.01%	1432
2018 Q4	$22K	Hold	1,000	–	–	﹤0.01%	1457
2018 Q3	$28K	Hold	1,000	–	–	﹤0.01%	1435
2018 Q2	$26K	Hold	1,000	–	–	﹤0.01%	1340
2018 Q1	$23K	Buy	+1,000	New	+$23.4K	﹤0.01%	1329

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's FINX Position: Q1 2023 in Review

Geneos Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 100 shares — an estimated $1.93K sold.

Geneos Wealth Management first reported a position in FINX in Q1 2018 and held it in 20 quarters. The position peaked at $130K in Q1 2020. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Geneos Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 100 Global X FinTech ETF shares in Q1 2023, an estimated $1.93K.
Geneos Wealth Management first reported a position in Global X FinTech ETF in Q1 2018 and held it in 20 quarters.
Geneos Wealth Management's Global X FinTech ETF position peaked at $130K in Q1 2020.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.