Geneos Wealth Management’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51	Closed	-$3.23K	–	2105
2022 Q4	$3.23K	Buy	+51	New	+$3.2K	﹤0.01%	1798
2020 Q4	–	Sell	-106	Closed	-$5K	–	3001
2020 Q3	$5K	Buy	+106	New	+$5.07K	﹤0.01%	2205

Other funds holding ULVM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

Geneos Wealth Management sold out of VictoryShares US Value Momentum ETF (ULVM) in Q1 2023, closing a stake of 51 shares — an estimated $3.23K sold.

Geneos Wealth Management first reported a position in ULVM in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 13 funds tracked by Wall St. Rank hold ULVM as of Q1 2023.

Geneos Wealth Management reported no remaining VictoryShares US Value Momentum ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 51 VictoryShares US Value Momentum ETF shares in Q1 2023, an estimated $3.23K.
Geneos Wealth Management first reported a position in VictoryShares US Value Momentum ETF in Q3 2020 and held it in 2 quarters.
Geneos Wealth Management's VictoryShares US Value Momentum ETF position peaked at $5K in Q3 2020.
13 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q1 2023.

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