Geneos Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-567	Closed	-$11K	–	2089
2022 Q3	$11K	Buy	567 +182	+47%	+$4.47K	﹤0.01%	1498
2022 Q2	$9K	Hold	385	–	–	﹤0.01%	2008
2022 Q1	$10K	Hold	385	–	–	﹤0.01%	2103
2021 Q4	$10K	Sell	385 -275	-42%	-$7.89K	﹤0.01%	2189
2021 Q3	$18K	Hold	660	–	–	﹤0.01%	1982
2021 Q2	$19K	Hold	660	–	–	﹤0.01%	1947
2021 Q1	$19K	Hold	660	–	–	﹤0.01%	2111
2020 Q4	$18K	Buy	660 +275	+71%	+$6.93K	﹤0.01%	1974
2020 Q3	$8K	Hold	385	–	–	﹤0.01%	2044
2020 Q2	$8K	Hold	385	–	–	﹤0.01%	2001
2020 Q1	$8K	Hold	385	–	–	﹤0.01%	1907
2019 Q4	$17K	Hold	385	–	–	﹤0.01%	1764
2019 Q3	$17K	Hold	385	–	–	﹤0.01%	1689
2019 Q2	$17K	Hold	385	–	–	﹤0.01%	1719
2019 Q1	$17K	Hold	385	–	–	﹤0.01%	1648
2018 Q4	$15K	Hold	385	–	–	﹤0.01%	1637
2018 Q3	$17K	Buy	385 +150	+64%	+$6.96K	﹤0.01%	1657
2018 Q2	$10K	Buy	+235	New	+$10.4K	﹤0.01%	1733

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2022, closing a stake of 567 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in SRET in Q2 2018 and held it in 18 quarters. The position peaked at $19K in Q2 2021. 29 funds tracked by Wall St. Rank hold SRET as of Q4 2022.

Geneos Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q4 2022 after selling out during the quarter.
Geneos Wealth Management sold 567 Global X SuperDividend REIT ETF shares in Q4 2022, an estimated $11K.
Geneos Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q2 2018 and held it in 18 quarters.
Geneos Wealth Management's Global X SuperDividend REIT ETF position peaked at $19K in Q2 2021.
29 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2022.

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