GWM
XHG

Geneos Wealth Management’s XChange TEC XHG Stock Holding History

Geneos Wealth Management’s Portfolio XHG Stock Details XHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Hold
0
– -$7K – 3154
2020
Q4 		– Hold
0
– – – 2386

Other funds holding XHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SAIF Advisors Admiralty, Hong Kong $438M AUM
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return