Geneos Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-137	Closed	-$6K	–	2143
2017 Q2	$6K	Hold	137	–	–	﹤0.01%	1689
2017 Q1	$6K	Hold	137	–	–	﹤0.01%	1653
2016 Q4	$6K	Hold	137	–	–	﹤0.01%	1592
2016 Q3	$7K	Hold	137	–	–	﹤0.01%	1490
2016 Q2	$8K	Hold	137	–	–	﹤0.01%	1404
2016 Q1	$8K	Buy	+137	New	+$9.19K	﹤0.01%	1392

Other funds holding RWM

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Geneos Wealth Management's RWM Position: Q3 2017 in Review

Geneos Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q3 2017, closing a stake of 137 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in RWM in Q1 2016 and held it in 6 quarters. The position peaked at $8K in Q2 2016. 45 funds tracked by Wall St. Rank hold RWM as of Q3 2017.

Geneos Wealth Management reported no remaining ProShares Short Russell2000 position as of Q3 2017 after selling out during the quarter.
Geneos Wealth Management sold 137 ProShares Short Russell2000 shares in Q3 2017, an estimated $6K.
Geneos Wealth Management first reported a position in ProShares Short Russell2000 in Q1 2016 and held it in 6 quarters.
Geneos Wealth Management's ProShares Short Russell2000 position peaked at $8K in Q2 2016.
45 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2017.

Based on Geneos Wealth Management's 13F filing for Q3 2017, filed 7 Sep 2021.