Geneos Wealth Management’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,485	Closed	-$283K	–	2504
2022 Q2	$283K	Sell	3,485 -420	-11%	-$39.3K	0.01%	634
2022 Q1	$406K	Sell	3,905 -142	-4%	-$14.7K	0.02%	591
2021 Q4	$411K	Sell	4,047 -170	-4%	-$17.7K	0.02%	642
2021 Q3	$432K	Buy	4,217 +257	+6%	+$28.6K	0.02%	611
2021 Q2	$486K	Buy	3,960 +1,982	+100%	+$251K	0.02%	568
2021 Q1	$247K	Buy	1,978 +16	+0.8%	+$2.09K	0.01%	882
2020 Q4	$243K	Buy	+1,962	New	+$250K	0.01%	764
2020 Q2	–	Sell	-105	Closed	-$11K	–	2615
2020 Q1	$11K	Hold	105	–	–	﹤0.01%	1786
2019 Q4	$14K	Hold	105	–	–	﹤0.01%	1850
2019 Q3	$14K	Buy	+105	New	+$14.9K	﹤0.01%	1767

Other funds holding SLVO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's SLVO Position: Q3 2022 in Review

Geneos Wealth Management sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2022, closing a stake of 3,485 shares — an estimated $283K sold.

Geneos Wealth Management first reported a position in SLVO in Q3 2019 and held it in 10 quarters. The position peaked at $486K in Q2 2021. 19 funds tracked by Wall St. Rank hold SLVO as of Q3 2022.

Geneos Wealth Management reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 3,485 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2022, an estimated $283K.
Geneos Wealth Management first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2019 and held it in 10 quarters.
Geneos Wealth Management's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $486K in Q2 2021.
19 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.