Geneos Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-140	Closed	-$3K	–	2589
2020 Q1	$3K	Hold	140	–	–	﹤0.01%	2172
2019 Q4	$5K	Hold	140	–	–	﹤0.01%	2183
2019 Q3	$5K	Hold	140	–	–	﹤0.01%	2097
2019 Q2	$5K	Hold	140	–	–	﹤0.01%	2111
2019 Q1	$5K	Hold	140	–	–	﹤0.01%	2035
2018 Q4	$4K	Hold	140	–	–	﹤0.01%	2046
2018 Q3	$4K	Hold	140	–	–	﹤0.01%	2113
2018 Q2	$4K	Hold	140	–	–	﹤0.01%	1975
2018 Q1	$4K	Hold	140	–	–	﹤0.01%	1900
2017 Q4	$5K	Hold	140	–	–	﹤0.01%	1815
2017 Q3	$4K	Buy	+140	New	+$4.92K	﹤0.01%	1820

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's INDY Position: Q2 2020 in Review

Geneos Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q2 2020, closing a stake of 140 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in INDY in Q3 2017 and held it in 11 quarters. The position peaked at $5K in Q4 2019. 52 funds tracked by Wall St. Rank hold INDY as of Q2 2020.

Geneos Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q2 2020 after selling out during the quarter.
Geneos Wealth Management sold 140 iShares S&P India Nifty 50 Index Fund shares in Q2 2020, an estimated $3K.
Geneos Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2017 and held it in 11 quarters.
Geneos Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $5K in Q4 2019.
52 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.