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Geneos Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Geneos Wealth Management’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,119
Closed -$154K – 2968
2021
Q1 		$154K Buy
+7,119
New +$155K ﹤0.01% 1091

Other funds holding HTAB

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Geneos Wealth Management's HTAB Position: Q2 2021 in Review

Geneos Wealth Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2021, closing a stake of 7,119 shares — an estimated $154K sold.

Geneos Wealth Management first reported a position in HTAB in Q1 2021 and held it in 1 quarter. The position peaked at $154K in Q1 2021. 14 funds tracked by Wall St. Rank hold HTAB as of Q2 2021.

  • Geneos Wealth Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 7,119 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2021, an estimated $154K.
  • Geneos Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $154K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.