Geneos Wealth Management’s SoFi Weekly Income ETF TGIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-101	Closed	-$9.82K	–	2237
2023 Q4	$9.82K	Hold	101	–	–	﹤0.01%	1551
2023 Q3	$9.53K	Buy	+101	New	+$9.61K	﹤0.01%	1580

Geneos Wealth Management's TGIF Position: Q1 2024 in Review

Geneos Wealth Management sold out of SoFi Weekly Income ETF (TGIF) in Q1 2024, closing a stake of 101 shares — an estimated $9.82K sold.

Geneos Wealth Management first reported a position in TGIF in Q3 2023 and held it in 2 quarters. The position peaked at $9.82K in Q4 2023. 0 funds tracked by Wall St. Rank hold TGIF as of Q1 2024.

Geneos Wealth Management reported no remaining SoFi Weekly Income ETF position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 101 SoFi Weekly Income ETF shares in Q1 2024, an estimated $9.82K.
Geneos Wealth Management first reported a position in SoFi Weekly Income ETF in Q3 2023 and held it in 2 quarters.
Geneos Wealth Management's SoFi Weekly Income ETF position peaked at $9.82K in Q4 2023.
0 funds tracked by Wall St. Rank held SoFi Weekly Income ETF as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.