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Geneos Wealth Management’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Geneos Wealth Management’s Portfolio ONEV Stock Details ONEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-454
Closed -$56.4K – 2149
2024
Q1 		$56.4K Sell
454
-969
-68% -$113K ﹤0.01% 1024
2023
Q4 		$163K Buy
+1,423
New +$153K 0.01% 717

Other funds holding ONEV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Geneos Wealth Management's ONEV Position: Q2 2024 in Review

Geneos Wealth Management sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2024, closing a stake of 454 shares — an estimated $56.4K sold.

Geneos Wealth Management first reported a position in ONEV in Q4 2023 and held it in 2 quarters. The position peaked at $163K in Q4 2023. 72 funds tracked by Wall St. Rank hold ONEV as of Q2 2024.

  • Geneos Wealth Management reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 454 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2024, an estimated $56.4K.
  • Geneos Wealth Management first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2023 and held it in 2 quarters.
  • Geneos Wealth Management's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $163K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.