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Geneos Wealth Management’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Geneos Wealth Management’s Portfolio QYLG Stock Details QYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-49
Closed -$1.42K – 2204
2023
Q4 		$1.42K Buy
+49
New +$1.35K ﹤0.01% 1970

Other funds holding QYLG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Geneos Wealth Management's QYLG Position: Q1 2024 in Review

Geneos Wealth Management sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q1 2024, closing a stake of 49 shares — an estimated $1.42K sold.

Geneos Wealth Management first reported a position in QYLG in Q4 2023 and held it in 1 quarter. The position peaked at $1.42K in Q4 2023. 33 funds tracked by Wall St. Rank hold QYLG as of Q1 2024.

  • Geneos Wealth Management reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 49 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q1 2024, an estimated $1.42K.
  • Geneos Wealth Management first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q4 2023 and held it in 1 quarter.
  • Geneos Wealth Management's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $1.42K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.