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Geneos Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Geneos Wealth Management’s Portfolio TQQQ Stock Details TQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,428
Closed -$45K – 2908
2021
Q2 		$45K Buy
+1,428
New +$37.7K ﹤0.01% 1536

Other funds holding TQQQ

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geneos Wealth Management's TQQQ Position: Q3 2021 in Review

Geneos Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2021, closing a stake of 1,428 shares — an estimated $45K sold.

Geneos Wealth Management first reported a position in TQQQ in Q2 2021 and held it in 1 quarter. The position peaked at $45K in Q2 2021. 138 funds tracked by Wall St. Rank hold TQQQ as of Q3 2021.

  • Geneos Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 1,428 ProShares UltraPro QQQ shares in Q3 2021, an estimated $45K.
  • Geneos Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2021 and held it in 1 quarter.
  • Geneos Wealth Management's ProShares UltraPro QQQ position peaked at $45K in Q2 2021.
  • 138 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.