GWM
MVO

Geneos Wealth Management’s MV Oil Trust MVO Stock Holding History

Geneos Wealth Management’s Portfolio MVO Stock Details MVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$1K – 2447
2018
Q3 		$1K Hold
100
– – ﹤0.01% 2362
2018
Q2 		$1K Buy
+100
New +$934 ﹤0.01% 2204

Other funds holding MVO

RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Geneos Wealth Management's MVO Position: Q4 2018 in Review

Geneos Wealth Management sold out of MV Oil Trust (MVO) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in MVO in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 21 funds tracked by Wall St. Rank hold MVO as of Q4 2018.

  • Geneos Wealth Management reported no remaining MV Oil Trust position as of Q4 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 100 MV Oil Trust shares in Q4 2018, an estimated $1K.
  • Geneos Wealth Management first reported a position in MV Oil Trust in Q2 2018 and held it in 2 quarters.
  • Geneos Wealth Management's MV Oil Trust position peaked at $1K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.