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Geneos Wealth Management’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Geneos Wealth Management’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$9K – 2084
2022
Q3 		$9K Buy
+50
New +$8.24K ﹤0.01% 1550

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

Geneos Wealth Management's SARK Position: Q4 2022 in Review

Geneos Wealth Management sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q4 2022, closing a stake of 50 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in SARK in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 41 funds tracked by Wall St. Rank hold SARK as of Q4 2022.

  • Geneos Wealth Management reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q4 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q4 2022, an estimated $9K.
  • Geneos Wealth Management first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q3 2022 and held it in 1 quarter.
  • Geneos Wealth Management's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $9K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.