Ken Griffin’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Ken Griffin’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
2022 Q4	–	Sell	-7,424	Closed	-$252K	–	15707
2022 Q3	$252K	Sell	7,424 -19,004	-72%	-$748K	﹤0.01%	9957
2022 Q2	$1.04M	Buy	+26,428	New	+$1.14M	﹤0.01%	6926
2018 Q3	–	Sell	-6,432	Closed	-$238K	–	9843
2018 Q2	$238K	Sell	6,432 -9,636	-60%	-$350K	﹤0.01%	7606
2018 Q1	$564K	Buy	+16,068	New	+$586K	﹤0.01%	5691

Other funds holding GENY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

HWMA

Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

Ken Griffin's GENY Position: Q4 2022 in Review

Ken Griffin sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2022, closing a stake of 7,424 shares — an estimated $252K sold.

Ken Griffin first reported a position in GENY in Q1 2018 and held it in 4 quarters. The position peaked at $1.04M in Q2 2022. 22 funds tracked by Wall St. Rank hold GENY as of Q4 2022.

Ken Griffin reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2022 after selling out during the quarter.
Ken Griffin sold 7,424 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2022, an estimated $252K.
Ken Griffin first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2018 and held it in 4 quarters.
Ken Griffin's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $1.04M in Q2 2022.
22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2022.

Based on Citadel Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.