Geneos Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-120	Closed	-$6.97K	–	2121
2024 Q1	$6.97K	Hold	120	–	–	﹤0.01%	1636
2023 Q4	$6.46K	Hold	120	–	–	﹤0.01%	1661
2023 Q3	$5.32K	Hold	120	–	–	﹤0.01%	1730
2023 Q2	$5.55K	Hold	120	–	–	﹤0.01%	1715
2023 Q1	$5.3K	Hold	120	–	–	﹤0.01%	1710
2022 Q4	$4.68K	Hold	120	–	–	﹤0.01%	1721
2022 Q3	$4K	Hold	120	–	–	﹤0.01%	1740
2022 Q2	$5K	Sell	120 -540	-82%	-$27.6K	﹤0.01%	2181
2022 Q1	$43K	Hold	660	–	–	﹤0.01%	1452
2021 Q4	$58K	Hold	660	–	–	﹤0.01%	1409
2021 Q3	$72K	Sell	660 -2,685	-80%	-$318K	﹤0.01%	1311
2021 Q2	$430K	Sell	3,345 -1,245	-27%	-$153K	0.02%	595
2021 Q1	$574K	Buy	4,590 +3,869	+537%	+$496K	0.02%	604
2020 Q4	$89K	Buy	721 +401	+125%	+$40.8K	﹤0.01%	1193
2020 Q3	$27K	Hold	320	–	–	﹤0.01%	1513
2020 Q2	$22K	Hold	320	–	–	﹤0.01%	1576
2020 Q1	$13K	Hold	320	–	–	﹤0.01%	1688
2019 Q4	$16K	Buy	+320	New	+$15.6K	﹤0.01%	1782
2018 Q4	–	Sell	-20	Closed	-$1K	–	2431
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	2345
2018 Q2	$1K	Buy	+20	New	+$950	﹤0.01%	2190

Other funds holding IBUY

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management's IBUY Position: Q2 2024 in Review

Geneos Wealth Management sold out of Amplify Online Retail ETF (IBUY) in Q2 2024, closing a stake of 120 shares — an estimated $6.97K sold.

Geneos Wealth Management first reported a position in IBUY in Q2 2018 and held it in 20 quarters. The position peaked at $574K in Q1 2021. 64 funds tracked by Wall St. Rank hold IBUY as of Q2 2024.

Geneos Wealth Management reported no remaining Amplify Online Retail ETF position as of Q2 2024 after selling out during the quarter.
Geneos Wealth Management sold 120 Amplify Online Retail ETF shares in Q2 2024, an estimated $6.97K.
Geneos Wealth Management first reported a position in Amplify Online Retail ETF in Q2 2018 and held it in 20 quarters.
Geneos Wealth Management's Amplify Online Retail ETF position peaked at $574K in Q1 2021.
64 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.