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Geneos Wealth Management’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Geneos Wealth Management’s Portfolio VIXY Stock Details VIXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6
Closed -$2K – 2592
2022
Q2 		$2K Hold
6
– – ﹤0.01% 2432
2022
Q1 		$2K Buy
+6
New +$2.17K ﹤0.01% 2579
2020
Q1 		– Sell
-1
Closed -$1K – 2613
2019
Q4 		$1K Buy
+1
New +$1.24K ﹤0.01% 2509
2018
Q4 		– Sell
-3
Closed -$4K – 2489
2018
Q3 		$4K Buy
+3
New +$5.94K ﹤0.01% 2136

Other funds holding VIXY

LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Geneos Wealth Management's VIXY Position: Q3 2022 in Review

Geneos Wealth Management sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q3 2022, closing a stake of 6 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in VIXY in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 57 funds tracked by Wall St. Rank hold VIXY as of Q3 2022.

  • Geneos Wealth Management reported no remaining ProShares VIX Short-Term Futures ETF position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 6 ProShares VIX Short-Term Futures ETF shares in Q3 2022, an estimated $2K.
  • Geneos Wealth Management first reported a position in ProShares VIX Short-Term Futures ETF in Q3 2018 and held it in 4 quarters.
  • Geneos Wealth Management's ProShares VIX Short-Term Futures ETF position peaked at $4K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.