Geneos Wealth Management
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Geneos Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Geneos Wealth Management’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-659
Closed -$15K – 2849
2021
Q3 		$15K Hold
659
– – ﹤0.01% 2067
2021
Q2 		$18K Sell
659
-96,829
-99% -$2.45M ﹤0.01% 1970
2021
Q1 		$2.52M Sell
97,488
-2,663
-3% -$65.4K 0.07% 264
2020
Q4 		$2.43M Buy
100,151
+11,994
+14% +$251K 0.1% 206
2020
Q3 		$1.68M Buy
88,157
+167
+0.2% +$3.27K 0.09% 217
2020
Q2 		$1.58M Sell
87,990
-4,090
-4% -$67.3K 0.09% 218
2020
Q1 		$1.35M Sell
92,080
-400
-0.4% -$7.09K 0.09% 221
2019
Q4 		$1.78M Sell
92,480
-2,117
-2% -$39.3K 0.09% 221
2019
Q3 		$1.64M Buy
94,597
+3,796
+4% +$67.1K 0.1% 202
2019
Q2 		$1.61M Buy
90,801
+89,895
+9,922% +$1.52M 0.1% 200
2019
Q1 		$15K Buy
906
+225
+33% +$3.71K ﹤0.01% 1701
2018
Q4 		$10K Hold
681
– – ﹤0.01% 1787
2018
Q3 		$12K Sell
681
-52,058
-99% -$991K ﹤0.01% 1786
2018
Q2 		$1.06M Buy
+52,739
New +$1.11M 0.08% 213

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Gateway Advisory
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Savior LLC
Savior LLC Wellesley Hills, Massachusetts $36M AUM 16.76% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Geneos Wealth Management's PIE Position: Q4 2021 in Review

Geneos Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2021, closing a stake of 659 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in PIE in Q2 2018 and held it in 14 quarters. The position peaked at $2.52M in Q1 2021. 73 funds tracked by Wall St. Rank hold PIE as of Q4 2021.

  • Geneos Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 659 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2021, an estimated $15K.
  • Geneos Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2018 and held it in 14 quarters.
  • Geneos Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.52M in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.