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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

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

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

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