GM
HEAL

GeoWealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

GeoWealth Management’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,549
Closed -$66.9K – 1730
2024
Q2 		$66.9K Sell
2,549
-532
-17% -$14.5K ﹤0.01% 799
2024
Q1 		$87.9K Buy
3,081
+493
+19% +$14.1K ﹤0.01% 781
2023
Q4 		$78K Sell
2,588
-904
-26% -$24.3K 0.01% 601
2023
Q3 		$95K Buy
3,492
+593
+20% +$19K 0.01% 336
2023
Q2 		$102K Buy
2,899
+1,979
+215% +$68.8K 0.01% 288
2023
Q1 		$32K Buy
920
+351
+62% +$12.6K ﹤0.01% 300
2022
Q4 		$19K Buy
569
+337
+145% +$11.9K ﹤0.01% 321
2022
Q3 		$8K Buy
+232
New +$8.62K ﹤0.01% 337
2022
Q2 		– Sell
-334
Closed -$15K – 413
2022
Q1 		$15K Buy
334
+56
+20% +$2.42K ﹤0.01% 381
2021
Q4 		$14K Buy
278
+58
+26% +$3K ﹤0.01% 364
2021
Q3 		$11K Buy
+220
New +$12.2K ﹤0.01% 385

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GeoWealth Management's HEAL Position: Q3 2024 in Review

GeoWealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2024, closing a stake of 2,549 shares — an estimated $66.9K sold.

GeoWealth Management first reported a position in HEAL in Q3 2021 and held it in 11 quarters. The position peaked at $102K in Q2 2023. 36 funds tracked by Wall St. Rank hold HEAL as of Q3 2024.

  • GeoWealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 2,549 Global X Funds Global X HealthTech ETF shares in Q3 2024, an estimated $66.9K.
  • GeoWealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q3 2021 and held it in 11 quarters.
  • GeoWealth Management's Global X Funds Global X HealthTech ETF position peaked at $102K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.