GM
BIBL icon

GeoWealth Management’s Inspire 100 ETF BIBL Stock Holding History

GeoWealth Management’s Portfolio BIBL Stock Details BIBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,366
Closed -$233K – 109
2019
Q3 		$233K Buy
+8,366
New +$232K 0.05% 185

Other funds holding BIBL

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

GeoWealth Management's BIBL Position: Q4 2019 in Review

GeoWealth Management sold out of Inspire 100 ETF (BIBL) in Q4 2019, closing a stake of 8,366 shares — an estimated $233K sold.

GeoWealth Management first reported a position in BIBL in Q3 2019 and held it in 1 quarter. The position peaked at $233K in Q3 2019. 33 funds tracked by Wall St. Rank hold BIBL as of Q4 2019.

  • GeoWealth Management reported no remaining Inspire 100 ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 8,366 Inspire 100 ETF shares in Q4 2019, an estimated $233K.
  • GeoWealth Management first reported a position in Inspire 100 ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Inspire 100 ETF position peaked at $233K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.