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

TAIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ACM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's IXP Position: Q2 2018 in Review

Geneos Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q2 2018, closing a stake of 354 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in IXP in Q1 2016 and held it in 9 quarters. The position peaked at $22K in Q2 2016. 77 funds tracked by Wall St. Rank hold IXP as of Q2 2018.

Geneos Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q2 2018 after selling out during the quarter.
Geneos Wealth Management sold 354 iShares Global Comm Services ETF shares in Q2 2018, an estimated $20K.
Geneos Wealth Management first reported a position in iShares Global Comm Services ETF in Q1 2016 and held it in 9 quarters.
Geneos Wealth Management's iShares Global Comm Services ETF position peaked at $22K in Q2 2016.
77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.