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Geneos Wealth Management’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Geneos Wealth Management’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,448
Closed -$57K – 2594
2020
Q1 		$57K Hold
2,448
– – ﹤0.01% 1064
2019
Q4 		$73K Buy
+2,448
New +$71K ﹤0.01% 1072

Other funds holding LFEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geneos Wealth Management's LFEQ Position: Q2 2020 in Review

Geneos Wealth Management sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q2 2020, closing a stake of 2,448 shares — an estimated $57K sold.

Geneos Wealth Management first reported a position in LFEQ in Q4 2019 and held it in 2 quarters. The position peaked at $73K in Q4 2019. 16 funds tracked by Wall St. Rank hold LFEQ as of Q2 2020.

  • Geneos Wealth Management reported no remaining VanEck Long/Flat Trend ETF position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 2,448 VanEck Long/Flat Trend ETF shares in Q2 2020, an estimated $57K.
  • Geneos Wealth Management first reported a position in VanEck Long/Flat Trend ETF in Q4 2019 and held it in 2 quarters.
  • Geneos Wealth Management's VanEck Long/Flat Trend ETF position peaked at $73K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.