Geneos Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-75	Closed	-$2K	–	2427
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	2110
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	2038
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	2026
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	1978
2017 Q2	$2K	Hold	75	–	–	﹤0.01%	1935
2017 Q1	$2K	Hold	75	–	–	﹤0.01%	1895
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	1869
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	1785
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	1686
2016 Q1	$2K	Buy	+75	New	+$1.88K	﹤0.01%	1666

Other funds holding JHML

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Geneos Wealth Management's JHML Position: Q3 2018 in Review

Geneos Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2018, closing a stake of 75 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in JHML in Q1 2016 and held it in 10 quarters. The position peaked at $2K in Q2 2018. 40 funds tracked by Wall St. Rank hold JHML as of Q3 2018.

Geneos Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2018 after selling out during the quarter.
Geneos Wealth Management sold 75 John Hancock Multifactor Large Cap ETF shares in Q3 2018, an estimated $2K.
Geneos Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2016 and held it in 10 quarters.
Geneos Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $2K in Q2 2018.
40 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.