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Geneos Wealth Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Geneos Wealth Management’s Portfolio SPDN Stock Details SPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-550
Closed -$17K – 2211
2017
Q3 		$17K Hold
550
– – ﹤0.01% 1392
2017
Q2 		$18K Buy
+550
New +$18.9K ﹤0.01% 1319

Other funds holding SPDN

Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Geneos Wealth Management's SPDN Position: Q4 2017 in Review

Geneos Wealth Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2017, closing a stake of 550 shares — an estimated $17K sold.

Geneos Wealth Management first reported a position in SPDN in Q2 2017 and held it in 2 quarters. The position peaked at $18K in Q2 2017. 9 funds tracked by Wall St. Rank hold SPDN as of Q4 2017.

  • Geneos Wealth Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 550 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2017, an estimated $17K.
  • Geneos Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2017 and held it in 2 quarters.
  • Geneos Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $18K in Q2 2017.
  • 9 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2017.

Based on Geneos Wealth Management's 13F filing for Q4 2017, filed 7 Sep 2021.