Larson Financial Group’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Larson Financial Group’s Portfolio GENZ Stock Details GENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-438	Closed	-$23K	–	880
2021 Q2	$23K	Hold	438	–	–	0.01%	408
2021 Q1	$23K	Hold	438	–	–	0.01%	383
2020 Q4	$21K	Hold	438	–	–	0.01%	358
2020 Q3	$17K	Hold	438	–	–	0.01%	351
2020 Q2	$15K	Buy	+438	New	+$14K	0.01%	318

Other funds holding GENZ

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

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

SHWM

Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

Larson Financial Group's GENZ Position: Q3 2021 in Review

Larson Financial Group sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2021, closing a stake of 438 shares — an estimated $23K sold.

Larson Financial Group first reported a position in GENZ in Q2 2020 and held it in 5 quarters. The position peaked at $23K in Q2 2021. 46 funds tracked by Wall St. Rank hold GENZ as of Q3 2021.

Larson Financial Group reported no remaining VanEck Digital Native Economy ETF position as of Q3 2021 after selling out during the quarter.
Larson Financial Group sold 438 VanEck Digital Native Economy ETF shares in Q3 2021, an estimated $23K.
Larson Financial Group first reported a position in VanEck Digital Native Economy ETF in Q2 2020 and held it in 5 quarters.
Larson Financial Group's VanEck Digital Native Economy ETF position peaked at $23K in Q2 2021.
46 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2021.

Based on Larson Financial Group's 13F filing for Q3 2021, filed 4 Nov 2021.