Geneos Wealth Management’s iShares MSCI Thailand ETF THD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-779	Closed	-$73K	–	2478
2018 Q3	$73K	Buy	779 +203	+35%	+$18K	﹤0.01%	1003
2018 Q2	$47K	Buy	576 +225	+64%	+$21.3K	﹤0.01%	1079
2018 Q1	$34K	Buy	351 +7	+2%	+$690	﹤0.01%	1173
2017 Q4	$31K	Buy	344 +110	+47%	+$9.8K	﹤0.01%	1227
2017 Q3	$20K	Sell	234 -4,609	-95%	-$374K	﹤0.01%	1323
2017 Q2	$377K	Buy	4,843 +4,759	+5,665%	+$372K	0.04%	346
2017 Q1	$6K	Buy	84 +21	+33%	+$1.58K	﹤0.01%	1657
2016 Q4	$4K	Sell	63 -18	-22%	-$1.29K	﹤0.01%	1709
2016 Q3	$5K	Buy	+81	New	+$5.92K	﹤0.01%	1592

Other funds holding THD

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Geneos Wealth Management's THD Position: Q4 2018 in Review

Geneos Wealth Management sold out of iShares MSCI Thailand ETF (THD) in Q4 2018, closing a stake of 779 shares — an estimated $73K sold.

Geneos Wealth Management first reported a position in THD in Q3 2016 and held it in 9 quarters. The position peaked at $377K in Q2 2017. 90 funds tracked by Wall St. Rank hold THD as of Q4 2018.

Geneos Wealth Management reported no remaining iShares MSCI Thailand ETF position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 779 iShares MSCI Thailand ETF shares in Q4 2018, an estimated $73K.
Geneos Wealth Management first reported a position in iShares MSCI Thailand ETF in Q3 2016 and held it in 9 quarters.
Geneos Wealth Management's iShares MSCI Thailand ETF position peaked at $377K in Q2 2017.
90 funds tracked by Wall St. Rank held iShares MSCI Thailand ETF as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.