Geneos Wealth Management’s First Trust Chindia ETF FNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-130	Closed	-$6K	–	2909
2021 Q3	$6K	Hold	130	–	–	﹤0.01%	2422
2021 Q2	$7K	Hold	130	–	–	﹤0.01%	2358
2021 Q1	$7K	Hold	130	–	–	﹤0.01%	2565
2020 Q4	$7K	Buy	+130	New	+$6.94K	﹤0.01%	2392

Other funds holding FNI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Geneos Wealth Management's FNI Position: Q4 2021 in Review

Geneos Wealth Management sold out of First Trust Chindia ETF (FNI) in Q4 2021, closing a stake of 130 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in FNI in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 38 funds tracked by Wall St. Rank hold FNI as of Q4 2021.

Geneos Wealth Management reported no remaining First Trust Chindia ETF position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 130 First Trust Chindia ETF shares in Q4 2021, an estimated $6K.
Geneos Wealth Management first reported a position in First Trust Chindia ETF in Q4 2020 and held it in 4 quarters.
Geneos Wealth Management's First Trust Chindia ETF position peaked at $7K in Q2 2021.
38 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.