Geneos Wealth Management’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,753	Closed	-$55K	–	2807
2021 Q3	$55K	Hold	1,753	–	–	﹤0.01%	1438
2021 Q2	$56K	Hold	1,753	–	–	﹤0.01%	1417
2021 Q1	$56K	Hold	1,753	–	–	﹤0.01%	1563
2020 Q4	$55K	Buy	+1,753	New	+$52.1K	﹤0.01%	1405

Other funds holding GDMA

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of Gadsden Dynamic Multi-Asset ETF (GDMA) in Q4 2021, closing a stake of 1,753 shares — an estimated $55K sold.

Geneos Wealth Management first reported a position in GDMA in Q4 2020 and held it in 4 quarters. The position peaked at $56K in Q2 2021. 5 funds tracked by Wall St. Rank hold GDMA as of Q4 2021.

Geneos Wealth Management reported no remaining Gadsden Dynamic Multi-Asset ETF position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 1,753 Gadsden Dynamic Multi-Asset ETF shares in Q4 2021, an estimated $55K.
Geneos Wealth Management first reported a position in Gadsden Dynamic Multi-Asset ETF in Q4 2020 and held it in 4 quarters.
Geneos Wealth Management's Gadsden Dynamic Multi-Asset ETF position peaked at $56K in Q2 2021.
5 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q4 2021.

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