GWM
GLQ

Geneos Wealth Management’s Clough Global Equity Fund GLQ Stock Holding History

Geneos Wealth Management’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$6K – 2842
2021
Q4 		$6K Buy
+500
New +$7.32K ﹤0.01% 2346

Other funds holding GLQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Geneos Wealth Management's GLQ Position: Q1 2022 in Review

Geneos Wealth Management sold out of Clough Global Equity Fund (GLQ) in Q1 2022, closing a stake of 500 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in GLQ in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 34 funds tracked by Wall St. Rank hold GLQ as of Q1 2022.

  • Geneos Wealth Management reported no remaining Clough Global Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Clough Global Equity Fund shares in Q1 2022, an estimated $6K.
  • Geneos Wealth Management first reported a position in Clough Global Equity Fund in Q4 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Clough Global Equity Fund position peaked at $6K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.