Geneos Wealth Management’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Geneos Wealth Management’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$10.6K	–	2145
2023 Q3	$10.6K	Hold	200	–	–	﹤0.01%	1552
2023 Q2	$10.3K	Hold	200	–	–	﹤0.01%	1573
2023 Q1	$10.7K	Hold	200	–	–	﹤0.01%	1531
2022 Q4	$10.8K	Hold	200	–	–	﹤0.01%	1508
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	1545
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	1999
2022 Q1	$11K	Buy	+200	New	+$10.3K	﹤0.01%	2053

Other funds holding NANR

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return