GWM
MILN

Geneos Wealth Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Geneos Wealth Management’s Portfolio MILN Stock Details MILN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-201
Closed -$8K – 3012
2021
Q1 		$8K Buy
+201
New +$7.97K ﹤0.01% 2481

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Geneos Wealth Management's MILN Position: Q2 2021 in Review

Geneos Wealth Management sold out of Global X Millennial Consumer ETF (MILN) in Q2 2021, closing a stake of 201 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in MILN in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 45 funds tracked by Wall St. Rank hold MILN as of Q2 2021.

  • Geneos Wealth Management reported no remaining Global X Millennial Consumer ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 201 Global X Millennial Consumer ETF shares in Q2 2021, an estimated $8K.
  • Geneos Wealth Management first reported a position in Global X Millennial Consumer ETF in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Global X Millennial Consumer ETF position peaked at $8K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.