Geneos Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-290	Closed	-$10.8K	–	2759
2025 Q2	$10.8K	Buy	+290	New	+$9.96K	﹤0.01%	2295
2024 Q1	–	Sell	-35	Closed	-$1.07K	–	2169
2023 Q4	$1.07K	Buy	35 +13	+59%	+$379	﹤0.01%	2005
2023 Q3	$631	Buy	+22	New	+$657	﹤0.01%	2080

Other funds holding GEM

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management's GEM Position: Q3 2025 in Review

Geneos Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2025, closing a stake of 290 shares — an estimated $10.8K sold.

Geneos Wealth Management first reported a position in GEM in Q3 2023 and held it in 3 quarters. The position peaked at $10.8K in Q2 2025. 151 funds tracked by Wall St. Rank hold GEM as of Q3 2025.

Geneos Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 290 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2025, an estimated $10.8K.
Geneos Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2023 and held it in 3 quarters.
Geneos Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $10.8K in Q2 2025.
151 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.