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Geneos Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Geneos Wealth Management’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-35
Closed -$3K – 3102
2021
Q1 		$3K Buy
+35
New +$2.98K ﹤0.01% 2826
2020
Q2 		– Sell
-100
Closed -$5K – 2622
2020
Q1 		$5K Hold
100
– – ﹤0.01% 2053
2019
Q4 		$7K Hold
100
– – ﹤0.01% 2112
2019
Q3 		$6K Hold
100
– – ﹤0.01% 2074
2019
Q2 		$6K Sell
100
-120
-55% -$7.99K ﹤0.01% 2088
2019
Q1 		$14K Hold
220
– – ﹤0.01% 1725
2018
Q4 		$12K Sell
220
-370
-63% -$23.9K ﹤0.01% 1732
2018
Q3 		$41K Sell
590
-10,117
-94% -$706K ﹤0.01% 1266
2018
Q2 		$730K Sell
10,707
-304
-3% -$20.9K 0.06% 267
2018
Q1 		$754K Buy
11,011
+1,046
+10% +$74.8K 0.07% 247
2017
Q4 		$711K Buy
9,965
+563
+6% +$38.9K 0.06% 266
2017
Q3 		$638K Buy
9,402
+95
+1% +$6.29K 0.06% 260
2017
Q2 		$617K Sell
9,307
-195
-2% -$12.7K 0.06% 256
2017
Q1 		$620K Buy
9,502
+9,402
+9,402% +$614K 0.06% 235
2016
Q4 		$6K Hold
100
– – ﹤0.01% 1597
2016
Q3 		$5K Hold
100
– – ﹤0.01% 1588
2016
Q2 		$5K Hold
100
– – ﹤0.01% 1532
2016
Q1 		$5K Buy
+100
New +$5.25K ﹤0.01% 1504

Other funds holding SURE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Geneos Wealth Management's SURE Position: Q2 2021 in Review

Geneos Wealth Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2021, closing a stake of 35 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in SURE in Q1 2016 and held it in 18 quarters. The position peaked at $754K in Q1 2018. 24 funds tracked by Wall St. Rank hold SURE as of Q2 2021.

  • Geneos Wealth Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 35 AdvisorShares Insider Advantage ETF shares in Q2 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q1 2016 and held it in 18 quarters.
  • Geneos Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $754K in Q1 2018.
  • 24 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.