GWM
MINC

Geneos Wealth Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Geneos Wealth Management’s Portfolio MINC Stock Details MINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-30
Closed -$1K – 2612
2019
Q3 		$1K Hold
30
– – ﹤0.01% 2479
2019
Q2 		$1K Buy
+30
New +$1.45K ﹤0.01% 2482

Other funds holding MINC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM

Geneos Wealth Management's MINC Position: Q4 2019 in Review

Geneos Wealth Management sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2019, closing a stake of 30 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in MINC in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 42 funds tracked by Wall St. Rank hold MINC as of Q4 2019.

  • Geneos Wealth Management reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 30 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2019, an estimated $1K.
  • Geneos Wealth Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q2 2019 and held it in 2 quarters.
  • Geneos Wealth Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $1K in Q3 2019.
  • 42 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.