Geneos Wealth Management’s VictoryShares International Value Momentum ETF UIVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51	Closed	-$2.11K	–	2103
2022 Q4	$2.11K	Buy	+51	New	+$2K	﹤0.01%	1872
2020 Q4	–	Sell	-72	Closed	-$2K	–	2999
2020 Q3	$2K	Buy	+72	New	+$2.91K	﹤0.01%	2454

Other funds holding UIVM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneos Wealth Management's UIVM Position: Q1 2023 in Review

Geneos Wealth Management sold out of VictoryShares International Value Momentum ETF (UIVM) in Q1 2023, closing a stake of 51 shares — an estimated $2.11K sold.

Geneos Wealth Management first reported a position in UIVM in Q3 2020 and held it in 2 quarters. The position peaked at $2.11K in Q4 2022. 9 funds tracked by Wall St. Rank hold UIVM as of Q1 2023.

Geneos Wealth Management reported no remaining VictoryShares International Value Momentum ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 51 VictoryShares International Value Momentum ETF shares in Q1 2023, an estimated $2.11K.
Geneos Wealth Management first reported a position in VictoryShares International Value Momentum ETF in Q3 2020 and held it in 2 quarters.
Geneos Wealth Management's VictoryShares International Value Momentum ETF position peaked at $2.11K in Q4 2022.
9 funds tracked by Wall St. Rank held VictoryShares International Value Momentum ETF as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.