GWM
QED

Geneos Wealth Management’s IQ Hedge Event-Driven Tracker ETF QED Stock Holding History

Geneos Wealth Management’s Portfolio QED Stock Details QED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$5.05K – 2131
2022
Q4 		$5.05K Hold
250
– – ﹤0.01% 1701
2022
Q3 		$5K Hold
250
– – ﹤0.01% 1714
2022
Q2 		$5K Sell
250
-395
-61% -$8.42K ﹤0.01% 2226
2022
Q1 		$14K Buy
645
+395
+158% +$8.86K ﹤0.01% 1961
2021
Q4 		$5K Hold
250
– – ﹤0.01% 2429
2021
Q3 		$5K Hold
250
– – ﹤0.01% 2484
2021
Q2 		$5K Sell
250
-2,621
-91% -$62K ﹤0.01% 2482
2021
Q1 		$68K Buy
+2,871
New +$68.3K ﹤0.01% 1471

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

Geneos Wealth Management sold out of IQ Hedge Event-Driven Tracker ETF (QED) in Q1 2023, closing a stake of 250 shares — an estimated $5.05K sold.

Geneos Wealth Management first reported a position in QED in Q1 2021 and held it in 8 quarters. The position peaked at $68K in Q1 2021. 0 funds tracked by Wall St. Rank hold QED as of Q1 2023.

  • Geneos Wealth Management reported no remaining IQ Hedge Event-Driven Tracker ETF position as of Q1 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 250 IQ Hedge Event-Driven Tracker ETF shares in Q1 2023, an estimated $5.05K.
  • Geneos Wealth Management first reported a position in IQ Hedge Event-Driven Tracker ETF in Q1 2021 and held it in 8 quarters.
  • Geneos Wealth Management's IQ Hedge Event-Driven Tracker ETF position peaked at $68K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held IQ Hedge Event-Driven Tracker ETF as of Q1 2023.

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