Geneos Wealth Management
SJB icon

Geneos Wealth Management’s ProShares Short High Yield SJB Stock Holding History

Geneos Wealth Management’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,956
Closed -$237K – 2139
2023
Q2 		$237K Buy
12,956
+4,889
+61% +$90.6K 0.01% 642
2023
Q1 		$148K Buy
8,067
+1,737
+27% +$32.4K 0.01% 732
2022
Q4 		$120K Buy
+6,330
New +$121K 0.01% 778
2020
Q3 		– Sell
-2,370
Closed -$49K – 2685
2020
Q2 		$49K Buy
+2,370
New +$50.8K ﹤0.01% 1224

Other funds holding SJB

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Vista Finance
Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geneos Wealth Management's SJB Position: Q3 2023 in Review

Geneos Wealth Management sold out of ProShares Short High Yield (SJB) in Q3 2023, closing a stake of 12,956 shares — an estimated $237K sold.

Geneos Wealth Management first reported a position in SJB in Q2 2020 and held it in 4 quarters. The position peaked at $237K in Q2 2023. 39 funds tracked by Wall St. Rank hold SJB as of Q3 2023.

  • Geneos Wealth Management reported no remaining ProShares Short High Yield position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 12,956 ProShares Short High Yield shares in Q3 2023, an estimated $237K.
  • Geneos Wealth Management first reported a position in ProShares Short High Yield in Q2 2020 and held it in 4 quarters.
  • Geneos Wealth Management's ProShares Short High Yield position peaked at $237K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.