GWM
HYDW icon

Geneos Wealth Management’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Geneos Wealth Management’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-202
Closed -$9K – 2674
2022
Q1 		$9K Buy
+202
New +$9.88K ﹤0.01% 2118

Other funds holding HYDW

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Geneos Wealth Management's HYDW Position: Q2 2022 in Review

Geneos Wealth Management sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q2 2022, closing a stake of 202 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in HYDW in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 23 funds tracked by Wall St. Rank hold HYDW as of Q2 2022.

  • Geneos Wealth Management reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 202 Xtrackers Low Beta High Yield Bond ETF shares in Q2 2022, an estimated $9K.
  • Geneos Wealth Management first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2022 and held it in 1 quarter.
  • Geneos Wealth Management's Xtrackers Low Beta High Yield Bond ETF position peaked at $9K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.