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Geneos Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Geneos Wealth Management’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-460
Closed -$18K – 2103
2022
Q3 		$18K Buy
+460
New +$19.9K ﹤0.01% 1365
2022
Q2 		– Sell
-120
Closed -$6K – 2809
2022
Q1 		$6K Hold
120
– – ﹤0.01% 2301
2021
Q4 		$6K Hold
120
– – ﹤0.01% 2375
2021
Q3 		$6K Hold
120
– – ﹤0.01% 2415
2021
Q2 		$6K Sell
120
-119
-50% -$6.76K ﹤0.01% 2413
2021
Q1 		$13K Hold
239
– – ﹤0.01% 2275
2020
Q4 		$13K Sell
239
-5,584
-96% -$312K ﹤0.01% 2124
2020
Q3 		$312K Buy
5,823
+5,703
+4,753% +$311K 0.02% 553
2020
Q2 		$6K Hold
120
– – ﹤0.01% 2108
2020
Q1 		$5K Hold
120
– – ﹤0.01% 2060
2019
Q4 		$6K Hold
120
– – ﹤0.01% 2157
2019
Q3 		$6K Hold
120
– – ﹤0.01% 2077
2019
Q2 		$6K Sell
120
-30
-20% -$1.62K ﹤0.01% 2093
2019
Q1 		$8K Buy
150
+120
+400% +$6.45K ﹤0.01% 1922
2018
Q4 		$1K Sell
30
-300
-91% -$15.7K ﹤0.01% 2342
2018
Q3 		$17K Hold
330
– – ﹤0.01% 1663
2018
Q2 		$17K Buy
330
+113
+52% +$6.36K ﹤0.01% 1529
2018
Q1 		$12K Buy
217
+187
+623% +$11K ﹤0.01% 1591
2017
Q4 		$1K Hold
30
– – ﹤0.01% 2139
2017
Q3 		$1K Hold
30
– – ﹤0.01% 2089
2017
Q2 		$1K Hold
30
– – ﹤0.01% 2040
2017
Q1 		$1K Sell
30
-337
-92% -$18.1K ﹤0.01% 2031
2016
Q4 		$19K Sell
367
-15,549
-98% -$837K ﹤0.01% 1212
2016
Q3 		$924K Buy
15,916
+15,368
+2,804% +$860K 0.12% 169
2016
Q2 		$30K Sell
548
-56
-9% -$3.03K ﹤0.01% 989
2016
Q1 		$32K Buy
+604
New +$31K ﹤0.01% 950

Other funds holding WIP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's WIP Position: Q4 2022 in Review

Geneos Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2022, closing a stake of 460 shares — an estimated $18K sold.

Geneos Wealth Management first reported a position in WIP in Q1 2016 and held it in 26 quarters. The position peaked at $924K in Q3 2016. 85 funds tracked by Wall St. Rank hold WIP as of Q4 2022.

  • Geneos Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 460 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2022, an estimated $18K.
  • Geneos Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $924K in Q3 2016.
  • 85 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.