GWA
GMOM icon

Genesis Wealth Advisors’s Cambria Global Momentum ETF GMOM Stock Holding History

Genesis Wealth Advisors’s Portfolio GMOM Stock Details GMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$760K Buy
31,175
+4,475
+17% +$113K 0.62% 24
2015
Q1 		$686K Hold
26,700
– – 0.57% 27
2014
Q4 		$689K Buy
+26,700
New +$673K 0.55% 28

Other funds holding GMOM

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Genesis Wealth Advisors's GMOM Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Cambria Global Momentum ETF (GMOM) stake by 17% in Q2 2015, buying an estimated $113K and bringing the position to 31,175 shares worth $760K. The position accounts for 0.62% of the portfolio, ranked #24.

Genesis Wealth Advisors first reported a position in GMOM in Q4 2014 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold GMOM as of Q2 2015.

  • Genesis Wealth Advisors held 31,175 shares of Cambria Global Momentum ETF worth $760K as of Q2 2015.
  • Genesis Wealth Advisors bought 4,475 Cambria Global Momentum ETF shares in Q2 2015, an estimated $113K.
  • Cambria Global Momentum ETF made up 0.62% of Genesis Wealth Advisors's portfolio in Q2 2015, its #24 holding.
  • Genesis Wealth Advisors first reported a position in Cambria Global Momentum ETF in Q4 2014 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.