Geneos Wealth Management’s KraneShares CICC China Leaders 100 Index ETF KFYP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$15K	–	2903
2021 Q3	$15K	Hold	500	–	–	﹤0.01%	2080
2021 Q2	$15K	Hold	500	–	–	﹤0.01%	2067
2021 Q1	$15K	Hold	500	–	–	﹤0.01%	2223
2020 Q4	$15K	Hold	500	–	–	﹤0.01%	2067
2020 Q3	$14K	Hold	500	–	–	﹤0.01%	1842
2020 Q2	$12K	Hold	500	–	–	﹤0.01%	1858
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	1753
2019 Q4	$13K	Buy	+500	New	+$13.6K	﹤0.01%	1884

Other funds holding KFYP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Geneos Wealth Management's KFYP Position: Q4 2021 in Review

Geneos Wealth Management sold out of KraneShares CICC China Leaders 100 Index ETF (KFYP) in Q4 2021, closing a stake of 500 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in KFYP in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 9 funds tracked by Wall St. Rank hold KFYP as of Q4 2021.

Geneos Wealth Management reported no remaining KraneShares CICC China Leaders 100 Index ETF position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 500 KraneShares CICC China Leaders 100 Index ETF shares in Q4 2021, an estimated $15K.
Geneos Wealth Management first reported a position in KraneShares CICC China Leaders 100 Index ETF in Q4 2019 and held it in 8 quarters.
Geneos Wealth Management's KraneShares CICC China Leaders 100 Index ETF position peaked at $15K in Q3 2021.
9 funds tracked by Wall St. Rank held KraneShares CICC China Leaders 100 Index ETF as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.