GWM
GERM

Geneos Wealth Management’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Geneos Wealth Management’s Portfolio GERM Stock Details GERM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$17K – 3158
2020
Q4 		$17K Buy
500
+400
+400% +$12.2K ﹤0.01% 2014
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2468
2020
Q2 		$2K Buy
+100
New +$2.7K ﹤0.01% 2402

Other funds holding GERM

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Geneos Wealth Management's GERM Position: Q1 2021 in Review

Geneos Wealth Management sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q1 2021, closing a stake of 500 shares — an estimated $17K sold.

Geneos Wealth Management first reported a position in GERM in Q2 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 22 funds tracked by Wall St. Rank hold GERM as of Q1 2021.

  • Geneos Wealth Management reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q1 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Amplify Treatments, Testing and Advancements ETF shares in Q1 2021, an estimated $17K.
  • Geneos Wealth Management first reported a position in Amplify Treatments, Testing and Advancements ETF in Q2 2020 and held it in 3 quarters.
  • Geneos Wealth Management's Amplify Treatments, Testing and Advancements ETF position peaked at $17K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.