Geneos Wealth Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-150	Closed	-$4.63K	–	2127
2023 Q3	$4.63K	Hold	150	–	–	﹤0.01%	1766
2023 Q2	$5.02K	Hold	150	–	–	﹤0.01%	1742
2023 Q1	$4.77K	Hold	150	–	–	﹤0.01%	1738
2022 Q4	$4.42K	Hold	150	–	–	﹤0.01%	1736
2022 Q3	$4K	Sell	150 -200	-57%	-$7.53K	﹤0.01%	1739
2022 Q2	$12K	Hold	350	–	–	﹤0.01%	1880
2022 Q1	$16K	Sell	350 -4,265	-92%	-$204K	﹤0.01%	1896
2021 Q4	$254K	Hold	4,615	–	–	0.01%	779
2021 Q3	$253K	Buy	4,615 +318	+7%	+$18.1K	0.01%	769
2021 Q2	$262K	Buy	4,297 +1,184	+38%	+$72.2K	0.01%	736
2021 Q1	$188K	Buy	3,113 +227	+8%	+$14.4K	0.01%	985
2020 Q4	$172K	Buy	+2,886	New	+$134K	0.01%	888

Other funds holding HAIL

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's HAIL Position: Q4 2023 in Review

Geneos Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q4 2023, closing a stake of 150 shares — an estimated $4.63K sold.

Geneos Wealth Management first reported a position in HAIL in Q4 2020 and held it in 12 quarters. The position peaked at $262K in Q2 2021. 39 funds tracked by Wall St. Rank hold HAIL as of Q4 2023.

Geneos Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 150 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q4 2023, an estimated $4.63K.
Geneos Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2020 and held it in 12 quarters.
Geneos Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $262K in Q2 2021.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.