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Geneos Wealth Management’s ProShares Hedge Replication ETF HDG Stock Holding History

Geneos Wealth Management’s Portfolio HDG Stock Details HDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-24
Closed -$1K – 2513
2019
Q2 		$1K Buy
+24
New +$1.08K ﹤0.01% 2406

Other funds holding HDG

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's HDG Position: Q3 2019 in Review

Geneos Wealth Management sold out of ProShares Hedge Replication ETF (HDG) in Q3 2019, closing a stake of 24 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in HDG in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 13 funds tracked by Wall St. Rank hold HDG as of Q3 2019.

  • Geneos Wealth Management reported no remaining ProShares Hedge Replication ETF position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 24 ProShares Hedge Replication ETF shares in Q3 2019, an estimated $1K.
  • Geneos Wealth Management first reported a position in ProShares Hedge Replication ETF in Q2 2019 and held it in 1 quarter.
  • Geneos Wealth Management's ProShares Hedge Replication ETF position peaked at $1K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.