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Geneos Wealth Management’s State Street SPDR S&P China ETF GXC Stock Holding History

Geneos Wealth Management’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18
Closed -$1K – 2428
2018
Q3 		$1K Buy
+18
New +$1.79K ﹤0.01% 2344

Other funds holding GXC

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Geneos Wealth Management's GXC Position: Q4 2018 in Review

Geneos Wealth Management sold out of State Street SPDR S&P China ETF (GXC) in Q4 2018, closing a stake of 18 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in GXC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 115 funds tracked by Wall St. Rank hold GXC as of Q4 2018.

  • Geneos Wealth Management reported no remaining State Street SPDR S&P China ETF position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 18 State Street SPDR S&P China ETF shares in Q4 2018, an estimated $1K.
  • Geneos Wealth Management first reported a position in State Street SPDR S&P China ETF in Q3 2018 and held it in 1 quarter.
  • Geneos Wealth Management's State Street SPDR S&P China ETF position peaked at $1K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.