Geneos Wealth Management’s Direxion Daily Utilities Bull 3X ETF UTSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-206	Closed	-$5K	–	2487
2018 Q3	$5K	Buy	+206	New	+$5.6K	﹤0.01%	2074

Other funds holding UTSL

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Geneos Wealth Management's UTSL Position: Q4 2018 in Review

Geneos Wealth Management sold out of Direxion Daily Utilities Bull 3X ETF (UTSL) in Q4 2018, closing a stake of 206 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in UTSL in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 3 funds tracked by Wall St. Rank hold UTSL as of Q4 2018.

Geneos Wealth Management reported no remaining Direxion Daily Utilities Bull 3X ETF position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 206 Direxion Daily Utilities Bull 3X ETF shares in Q4 2018, an estimated $5K.
Geneos Wealth Management first reported a position in Direxion Daily Utilities Bull 3X ETF in Q3 2018 and held it in 1 quarter.
Geneos Wealth Management's Direxion Daily Utilities Bull 3X ETF position peaked at $5K in Q3 2018.
3 funds tracked by Wall St. Rank held Direxion Daily Utilities Bull 3X ETF as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.