Geneos Wealth Management’s First Trust RiverFront Dynamic Europe ETF RFEU Stock Holding History

Geneos Wealth Management’s Portfolio RFEU Stock Details RFEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-250	Closed	-$15K	–	2445
2018 Q2	$15K	Hold	250	–	–	﹤0.01%	1571
2018 Q1	$16K	Hold	250	–	–	﹤0.01%	1486
2017 Q4	$16K	Hold	250	–	–	﹤0.01%	1473
2017 Q3	$16K	Buy	+250	New	+$15.8K	﹤0.01%	1413

Other funds holding RFEU

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's RFEU Position: Q3 2018 in Review

Geneos Wealth Management sold out of First Trust RiverFront Dynamic Europe ETF (RFEU) in Q3 2018, closing a stake of 250 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in RFEU in Q3 2017 and held it in 4 quarters. The position peaked at $16K in Q1 2018. 29 funds tracked by Wall St. Rank hold RFEU as of Q3 2018.

Geneos Wealth Management reported no remaining First Trust RiverFront Dynamic Europe ETF position as of Q3 2018 after selling out during the quarter.
Geneos Wealth Management sold 250 First Trust RiverFront Dynamic Europe ETF shares in Q3 2018, an estimated $15K.
Geneos Wealth Management first reported a position in First Trust RiverFront Dynamic Europe ETF in Q3 2017 and held it in 4 quarters.
Geneos Wealth Management's First Trust RiverFront Dynamic Europe ETF position peaked at $16K in Q1 2018.
29 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Europe ETF as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.