GWM
MSVX

Geneos Wealth Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Geneos Wealth Management’s Portfolio MSVX Stock Details MSVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-848
Closed -$21K – 3017
2021
Q4 		$21K Hold
848
– – ﹤0.01% 1876
2021
Q3 		$21K Buy
+848
New +$22K ﹤0.01% 1901

Other funds holding MSVX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geneos Wealth Management's MSVX Position: Q1 2022 in Review

Geneos Wealth Management sold out of LHA Market State Alpha Seeker ETF (MSVX) in Q1 2022, closing a stake of 848 shares — an estimated $21K sold.

Geneos Wealth Management first reported a position in MSVX in Q3 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 9 funds tracked by Wall St. Rank hold MSVX as of Q1 2022.

  • Geneos Wealth Management reported no remaining LHA Market State Alpha Seeker ETF position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 848 LHA Market State Alpha Seeker ETF shares in Q1 2022, an estimated $21K.
  • Geneos Wealth Management first reported a position in LHA Market State Alpha Seeker ETF in Q3 2021 and held it in 2 quarters.
  • Geneos Wealth Management's LHA Market State Alpha Seeker ETF position peaked at $21K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held LHA Market State Alpha Seeker ETF as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.