Geneos Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-354	Closed	-$20K	–	2290
2018 Q1	$20K	Hold	354	–	–	﹤0.01%	1391
2017 Q4	$21K	Hold	354	–	–	﹤0.01%	1356
2017 Q3	$21K	Hold	354	–	–	﹤0.01%	1301
2017 Q2	$20K	Hold	354	–	–	﹤0.01%	1279
2017 Q1	$21K	Hold	354	–	–	﹤0.01%	1216
2016 Q4	$20K	Hold	354	–	–	﹤0.01%	1184
2016 Q3	$21K	Hold	354	–	–	﹤0.01%	1122
2016 Q2	$22K	Hold	354	–	–	﹤0.01%	1085
2016 Q1	$21K	Buy	+354	New	+$20.9K	﹤0.01%	1078

Other funds holding IXP

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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