GWM
USTB icon

Geneos Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Geneos Wealth Management’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-287
Closed -$14K – 3004
2020
Q3 		$14K Buy
+287
New +$14.8K ﹤0.01% 1837

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q4 2020, closing a stake of 287 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in USTB in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 11 funds tracked by Wall St. Rank hold USTB as of Q4 2020.

  • Geneos Wealth Management reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 287 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q4 2020, an estimated $14K.
  • Geneos Wealth Management first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Geneos Wealth Management's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $14K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q4 2020.

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