GM
MILN

GeoWealth Management’s Global X Millennial Consumer ETF MILN Stock Holding History

GeoWealth Management’s Portfolio MILN Stock Details MILN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,643
Closed -$230K – 805
2025
Q3 		$230K Sell
4,643
-320
-6% -$15.8K 0.01% 658
2025
Q2 		$242K Buy
4,963
+22
+0.4% +$985 0.01% 605
2025
Q1 		$213K Buy
4,941
+759
+18% +$35K 0.01% 644
2024
Q4 		$188K Sell
4,182
-682
-14% -$30.5K 0.01% 788
2024
Q3 		$204K Sell
4,864
-46
-0.9% -$1.8K 0.01% 712
2024
Q2 		$189K Sell
4,910
-229
-4% -$8.73K 0.01% 705
2024
Q1 		$201K Sell
5,139
-9,182
-64% -$339K 0.01% 689
2023
Q4 		$507K Buy
14,321
+8,676
+154% +$278K 0.04% 332
2023
Q3 		$171K Buy
5,645
+109
+2% +$3.5K 0.02% 297
2023
Q2 		$177K Sell
5,536
-556
-9% -$16.8K 0.02% 251
2023
Q1 		$180K Sell
6,092
-917
-13% -$26.6K 0.02% 216
2022
Q4 		$184K Buy
7,009
+1,236
+21% +$33.1K 0.02% 255
2022
Q3 		$147K Buy
5,773
+780
+16% +$22.3K 0.02% 256
2022
Q2 		$129K Sell
4,993
-883
-15% -$26.9K 0.02% 259
2022
Q1 		$214K Sell
5,876
-694
-11% -$25.7K 0.02% 291
2021
Q4 		$279K Sell
6,570
-169,835
-96% -$7.43M 0.02% 250
2021
Q3 		$7.58M Buy
176,405
+159,037
+916% +$7.01M 0.62% 46
2021
Q2 		$750K Buy
17,368
+1,372
+9% +$56.9K 0.09% 117
2021
Q1 		$640K Buy
15,996
+1,318
+9% +$52.3K 0.1% 107
2020
Q4 		$545K Buy
14,678
+6,937
+90% +$238K 0.09% 138
2020
Q3 		$242K Buy
+7,741
New +$234K 0.07% 135

Other funds holding MILN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's MILN Position: Q4 2025 in Review

GeoWealth Management sold out of Global X Millennial Consumer ETF (MILN) in Q4 2025, closing a stake of 4,643 shares — an estimated $230K sold.

GeoWealth Management first reported a position in MILN in Q3 2020 and held it in 21 quarters. The position peaked at $7.58M in Q3 2021. 39 funds tracked by Wall St. Rank hold MILN as of Q4 2025.

  • GeoWealth Management reported no remaining Global X Millennial Consumer ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,643 Global X Millennial Consumer ETF shares in Q4 2025, an estimated $230K.
  • GeoWealth Management first reported a position in Global X Millennial Consumer ETF in Q3 2020 and held it in 21 quarters.
  • GeoWealth Management's Global X Millennial Consumer ETF position peaked at $7.58M in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.