Geneos Wealth Management’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,500	Closed	-$40K	–	2287
2018 Q1	$40K	Hold	2,500	–	–	﹤0.01%	1096
2017 Q4	$44K	Buy	+2,500	New	+$44.2K	﹤0.01%	1059

Other funds holding HIPS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Geneos Wealth Management's HIPS Position: Q2 2018 in Review

Geneos Wealth Management sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q2 2018, closing a stake of 2,500 shares — an estimated $40K sold.

Geneos Wealth Management first reported a position in HIPS in Q4 2017 and held it in 2 quarters. The position peaked at $44K in Q4 2017. 4 funds tracked by Wall St. Rank hold HIPS as of Q2 2018.

Geneos Wealth Management reported no remaining GraniteShares HIPS US High Income ETF position as of Q2 2018 after selling out during the quarter.
Geneos Wealth Management sold 2,500 GraniteShares HIPS US High Income ETF shares in Q2 2018, an estimated $40K.
Geneos Wealth Management first reported a position in GraniteShares HIPS US High Income ETF in Q4 2017 and held it in 2 quarters.
Geneos Wealth Management's GraniteShares HIPS US High Income ETF position peaked at $44K in Q4 2017.
4 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.