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Geneos Wealth Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Geneos Wealth Management’s Portfolio TNA Stock Details TNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-392
Closed -$11K – 2993
2020
Q3 		$11K Sell
392
-40
-9% -$1.25K ﹤0.01% 1929
2020
Q2 		$10K Buy
+432
New +$9.84K ﹤0.01% 1927
2017
Q1 		– Sell
-100
Closed -$5K – 2140
2016
Q4 		$5K Buy
+100
New +$4.33K ﹤0.01% 1649
2016
Q3 		– Sell
-100
Closed -$3K – 1997
2016
Q2 		$3K Buy
+100
New +$3.04K ﹤0.01% 1636

Other funds holding TNA

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UMC
United Maritime Capital New York $15.2M AUM 45.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2020, closing a stake of 392 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in TNA in Q2 2016 and held it in 4 quarters. The position peaked at $11K in Q3 2020. 54 funds tracked by Wall St. Rank hold TNA as of Q4 2020.

  • Geneos Wealth Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 392 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2020, an estimated $11K.
  • Geneos Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2016 and held it in 4 quarters.
  • Geneos Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $11K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2020.

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