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Geneos Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Geneos Wealth Management’s Portfolio GBF Stock Details GBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-32
Closed -$3K – 2806
2021
Q3 		$3K Hold
32
– – ﹤0.01% 2570
2021
Q2 		$3K Hold
32
– – ﹤0.01% 2571
2021
Q1 		$3K Hold
32
– – ﹤0.01% 2793
2020
Q4 		$3K Sell
32
-24
-43% -$3K ﹤0.01% 2615
2020
Q3 		$7K Buy
+56
New +$7.06K ﹤0.01% 2063

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2021, closing a stake of 32 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in GBF in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2020. 70 funds tracked by Wall St. Rank hold GBF as of Q4 2021.

  • Geneos Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 32 iShares Government/Credit Bond ETF shares in Q4 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q3 2020 and held it in 5 quarters.
  • Geneos Wealth Management's iShares Government/Credit Bond ETF position peaked at $7K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2021.

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