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Geneos Wealth Management’s ProShares Ultra Materials UYM Stock Holding History

Geneos Wealth Management’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,064
Closed -$156K – 2092
2016
Q3 		$156K Sell
14,064
-588
-4% -$6.54K 0.02% 503
2016
Q2 		$150K Buy
+14,652
New +$152K 0.02% 501
2016
Q1 		– Hold
0
– – – 1509

Other funds holding UYM

BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's UYM Position: Q4 2016 in Review

Geneos Wealth Management sold out of ProShares Ultra Materials (UYM) in Q4 2016, closing a stake of 14,064 shares — an estimated $156K sold.

Geneos Wealth Management first reported a position in UYM in Q2 2016 and held it in 2 quarters. The position peaked at $156K in Q3 2016. 13 funds tracked by Wall St. Rank hold UYM as of Q4 2016.

  • Geneos Wealth Management reported no remaining ProShares Ultra Materials position as of Q4 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 14,064 ProShares Ultra Materials shares in Q4 2016, an estimated $156K.
  • Geneos Wealth Management first reported a position in ProShares Ultra Materials in Q2 2016 and held it in 2 quarters.
  • Geneos Wealth Management's ProShares Ultra Materials position peaked at $156K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q4 2016.

Based on Geneos Wealth Management's 13F filing for Q4 2016, filed 7 Sep 2021.