Geneos Wealth Management’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-94	Closed	-$8K	–	3065
2020 Q3	$8K	Hold	94	–	–	﹤0.01%	2055
2020 Q2	$7K	Buy	94 +20	+27%	+$1.57K	﹤0.01%	2063
2020 Q1	$5K	Buy	74 +12	+19%	+$1K	﹤0.01%	2076
2019 Q4	$5K	Buy	62 +22	+55%	+$1.89K	﹤0.01%	2212
2019 Q3	$3K	Buy	+40	New	+$3.27K	﹤0.01%	2274

Other funds holding SYE

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Geneos Wealth Management's SYE Position: Q4 2020 in Review

Geneos Wealth Management sold out of SPDR MFS Systematic Core Equity ETF of SSgA Active Trust (SYE) in Q4 2020, closing a stake of 94 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in SYE in Q3 2019 and held it in 5 quarters. The position peaked at $8K in Q3 2020. 14 funds tracked by Wall St. Rank hold SYE as of Q4 2020.

Geneos Wealth Management reported no remaining SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 94 SPDR MFS Systematic Core Equity ETF of SSgA Active Trust shares in Q4 2020, an estimated $8K.
Geneos Wealth Management first reported a position in SPDR MFS Systematic Core Equity ETF of SSgA Active Trust in Q3 2019 and held it in 5 quarters.
Geneos Wealth Management's SPDR MFS Systematic Core Equity ETF of SSgA Active Trust position peaked at $8K in Q3 2020.
14 funds tracked by Wall St. Rank held SPDR MFS Systematic Core Equity ETF of SSgA Active Trust as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.