IWP
GENY

IAG Wealth Partners’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

IAG Wealth Partners’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-193
Closed -$7.66K – 473
2023
Q3 		$7.66K Hold
193
– – ﹤0.01% 329
2023
Q2 		$8.26K Hold
193
– – ﹤0.01% 333
2023
Q1 		$8.28K Hold
193
– – ﹤0.01% 336
2022
Q4 		$7.41K Hold
193
– – ﹤0.01% 320
2022
Q3 		$7K Hold
193
– – ﹤0.01% 316
2022
Q2 		$8K Hold
193
– – ﹤0.01% 302
2022
Q1 		$9K Hold
193
– – ﹤0.01% 314
2021
Q4 		$11K Hold
193
– – ﹤0.01% 293
2021
Q3 		$12K Hold
193
– – ﹤0.01% 254
2021
Q2 		$13K Hold
193
– – ﹤0.01% 236
2021
Q1 		$12K Buy
+193
New +$12.1K ﹤0.01% 248

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IAG Wealth Partners's GENY Position: Q4 2023 in Review

IAG Wealth Partners sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 193 shares — an estimated $7.66K sold.

IAG Wealth Partners first reported a position in GENY in Q1 2021 and held it in 11 quarters. The position peaked at $13K in Q2 2021. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • IAG Wealth Partners reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 193 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $7.66K.
  • IAG Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2021 and held it in 11 quarters.
  • IAG Wealth Partners's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $13K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.