Geneos Wealth Management’s iShares Global Utilities ETF JXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$18K	–	2317
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	1729
2022 Q1	$19K	Hold	300	–	–	﹤0.01%	1828
2021 Q4	$19K	Hold	300	–	–	﹤0.01%	1909
2021 Q3	$17K	Hold	300	–	–	﹤0.01%	1999
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	1962
2021 Q1	$18K	Hold	300	–	–	﹤0.01%	2125
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	1964
2020 Q3	$16K	Buy	+300	New	+$16.8K	﹤0.01%	1755
2016 Q2	–	Hold	0	–	–	–	518
2016 Q1	–	Hold	0	–	–	–	354

Other funds holding JXI

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Geneos Wealth Management's JXI Position: Q3 2022 in Review

Geneos Wealth Management sold out of iShares Global Utilities ETF (JXI) in Q3 2022, closing a stake of 300 shares — an estimated $18K sold.

Geneos Wealth Management first reported a position in JXI in Q3 2020 and held it in 8 quarters. The position peaked at $19K in Q1 2022. 63 funds tracked by Wall St. Rank hold JXI as of Q3 2022.

Geneos Wealth Management reported no remaining iShares Global Utilities ETF position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 300 iShares Global Utilities ETF shares in Q3 2022, an estimated $18K.
Geneos Wealth Management first reported a position in iShares Global Utilities ETF in Q3 2020 and held it in 8 quarters.
Geneos Wealth Management's iShares Global Utilities ETF position peaked at $19K in Q1 2022.
63 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.