Geneos Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25	Closed	-$1.57K	–	2107
2022 Q4	$1.57K	Sell	25 -115	-82%	-$7.29K	﹤0.01%	1913
2022 Q3	$8K	Hold	140	–	–	﹤0.01%	1592
2022 Q2	$8K	Hold	140	–	–	﹤0.01%	2055
2022 Q1	$9K	Hold	140	–	–	﹤0.01%	2138
2021 Q4	$10K	Buy	+140	New	+$10.2K	﹤0.01%	2194
2020 Q4	–	Sell	-34	Closed	-$1K	–	3006
2020 Q3	$1K	Buy	+34	New	+$1.65K	﹤0.01%	2578

Other funds holding USVM

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2023, closing a stake of 25 shares — an estimated $1.57K sold.

Geneos Wealth Management first reported a position in USVM in Q3 2020 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 18 funds tracked by Wall St. Rank hold USVM as of Q1 2023.

Geneos Wealth Management reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 25 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2023, an estimated $1.57K.
Geneos Wealth Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2020 and held it in 6 quarters.
Geneos Wealth Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $10K in Q4 2021.
18 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2023.

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