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GeoWealth Management’s Inspire Global Hope ETF BLES Stock Holding History

GeoWealth Management’s Portfolio BLES Stock Details BLES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,305
Closed -$314K – 111
2019
Q3 		$314K Buy
+11,305
New +$314K 0.07% 142

Other funds holding BLES

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

GeoWealth Management's BLES Position: Q4 2019 in Review

GeoWealth Management sold out of Inspire Global Hope ETF (BLES) in Q4 2019, closing a stake of 11,305 shares — an estimated $314K sold.

GeoWealth Management first reported a position in BLES in Q3 2019 and held it in 1 quarter. The position peaked at $314K in Q3 2019. 34 funds tracked by Wall St. Rank hold BLES as of Q4 2019.

  • GeoWealth Management reported no remaining Inspire Global Hope ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 11,305 Inspire Global Hope ETF shares in Q4 2019, an estimated $314K.
  • GeoWealth Management first reported a position in Inspire Global Hope ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Inspire Global Hope ETF position peaked at $314K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2019.

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