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Geneos Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Geneos Wealth Management’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,689
Closed -$44.2K – 2170
2023
Q3 		$44.2K Hold
1,689
– – ﹤0.01% 1114
2023
Q2 		$45.1K Buy
+1,689
New +$43.4K ﹤0.01% 1110
2023
Q1 		– Sell
-1,689
Closed -$38.7K – 2098
2022
Q4 		$38.7K Buy
+1,689
New +$39.2K ﹤0.01% 1137

Other funds holding TMFG

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Geneos Wealth Management's TMFG Position: Q4 2023 in Review

Geneos Wealth Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q4 2023, closing a stake of 1,689 shares — an estimated $44.2K sold.

Geneos Wealth Management first reported a position in TMFG in Q4 2022 and held it in 3 quarters. The position peaked at $45.1K in Q2 2023. 44 funds tracked by Wall St. Rank hold TMFG as of Q4 2023.

  • Geneos Wealth Management reported no remaining Motley Fool Global Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 1,689 Motley Fool Global Opportunities ETF shares in Q4 2023, an estimated $44.2K.
  • Geneos Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Motley Fool Global Opportunities ETF position peaked at $45.1K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.