Geneos Wealth Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-193	Closed	-$24K	–	2507
2022 Q2	$24K	Hold	193	–	–	﹤0.01%	1617
2022 Q1	$28K	Buy	+193	New	+$27K	﹤0.01%	1643
2019 Q4	–	Sell	-133	Closed	-$8K	–	2579
2019 Q3	$8K	Hold	133	–	–	﹤0.01%	1977
2019 Q2	$8K	Hold	133	–	–	﹤0.01%	1987
2019 Q1	$8K	Hold	133	–	–	﹤0.01%	1916
2018 Q4	$7K	Hold	133	–	–	﹤0.01%	1897
2018 Q3	$7K	Hold	133	–	–	﹤0.01%	1984
2018 Q2	$7K	Buy	+133	New	+$8.11K	﹤0.01%	1847

Other funds holding SMOG

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geneos Wealth Management sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2022, closing a stake of 193 shares — an estimated $24K sold.

Geneos Wealth Management first reported a position in SMOG in Q2 2018 and held it in 8 quarters. The position peaked at $28K in Q1 2022. 63 funds tracked by Wall St. Rank hold SMOG as of Q3 2022.

Geneos Wealth Management reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 193 VanEck Low Carbon Energy ETF shares in Q3 2022, an estimated $24K.
Geneos Wealth Management first reported a position in VanEck Low Carbon Energy ETF in Q2 2018 and held it in 8 quarters.
Geneos Wealth Management's VanEck Low Carbon Energy ETF position peaked at $28K in Q1 2022.
63 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2022.

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