Geneos Wealth Management’s State Street SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-375
Closed -$27K 2308
2018
Q1
$27K Sell
375
-83
-18% -$6.14K ﹤0.01% 1259
2017
Q4
$33K Buy
+458
New +$34K ﹤0.01% 1188

Other funds holding ONEO

Geneos Wealth Management's ONEO Position: Q2 2018 in Review

Geneos Wealth Management sold out of State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) in Q2 2018, closing a stake of 375 shares — an estimated $27K sold.

Geneos Wealth Management first reported a position in ONEO in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q4 2017. 8 funds tracked by Wall St. Rank hold ONEO as of Q2 2018.

  • Geneos Wealth Management reported no remaining State Street SPDR Russell 1000 Momentum Focus ETF position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 375 State Street SPDR Russell 1000 Momentum Focus ETF shares in Q2 2018, an estimated $27K.
  • Geneos Wealth Management first reported a position in State Street SPDR Russell 1000 Momentum Focus ETF in Q4 2017 and held it in 2 quarters.
  • Geneos Wealth Management's State Street SPDR Russell 1000 Momentum Focus ETF position peaked at $33K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Momentum Focus ETF as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.