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Geneos Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Geneos Wealth Management’s Portfolio INFL Stock Details INFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-769
Closed -$25.1K – 2586
2024
Q2 		$25.1K Buy
+769
New +$25.2K ﹤0.01% 1275

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's INFL Position: Q3 2024 in Review

Geneos Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2024, closing a stake of 769 shares — an estimated $25.1K sold.

Geneos Wealth Management first reported a position in INFL in Q2 2024 and held it in 1 quarter. The position peaked at $25.1K in Q2 2024. 113 funds tracked by Wall St. Rank hold INFL as of Q3 2024.

  • Geneos Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 769 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2024, an estimated $25.1K.
  • Geneos Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $25.1K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.