Geneos Wealth Management’s Defiance Digital Revolution ETF NFTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$866 2129
2022
Q4
$866 Hold
200
﹤0.01% 1981
2022
Q3
$1K Hold
200
﹤0.01% 1990
2022
Q2
$1K Hold
200
﹤0.01% 2574
2022
Q1
$3K Buy
+200
New +$2.95K ﹤0.01% 2512

Geneos Wealth Management's NFTZ Position: Q1 2023 in Review

Geneos Wealth Management sold out of Defiance Digital Revolution ETF (NFTZ) in Q1 2023, closing a stake of 200 shares — an estimated $866 sold.

Geneos Wealth Management first reported a position in NFTZ in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 0 funds tracked by Wall St. Rank hold NFTZ as of Q1 2023.

  • Geneos Wealth Management reported no remaining Defiance Digital Revolution ETF position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Defiance Digital Revolution ETF shares in Q1 2023, an estimated $866.
  • Geneos Wealth Management first reported a position in Defiance Digital Revolution ETF in Q1 2022 and held it in 4 quarters.
  • Geneos Wealth Management's Defiance Digital Revolution ETF position peaked at $3K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Defiance Digital Revolution ETF as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.