Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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GWM
Geneos Wealth Management’s
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
Stock Holding History
Geneos Wealth Management’s Portfolio
PEZ Stock Details
PEZ Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
2022
Q4
$19.2K
Hold
2022
Q3
$17K
Hold
2022
Q2
$18K
Sell
2022
Q1
$86K
Hold
2021
Q4
$105K
Hold
2021
Q3
$101K
Hold
2021
Q2
$106K
Buy
2021
Q1
$76K
Sell
2020
Q4
$152K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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