MSWM
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McGlone Suttner Wealth Management’s Global X Genomics & Biotechnology ETF GNOM Stock Holding History

McGlone Suttner Wealth Management’s Portfolio GNOM Stock Details GNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19
Closed -$867 – 430
2023
Q4 		$867 Buy
+19
New +$775 ﹤0.01% 720

Other funds holding GNOM

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

McGlone Suttner Wealth Management's GNOM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Global X Genomics & Biotechnology ETF (GNOM) in Q1 2024, closing a stake of 19 shares — an estimated $867 sold.

McGlone Suttner Wealth Management first reported a position in GNOM in Q4 2023 and held it in 1 quarter. The position peaked at $867 in Q4 2023. 59 funds tracked by Wall St. Rank hold GNOM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Global X Genomics & Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 19 Global X Genomics & Biotechnology ETF shares in Q1 2024, an estimated $867.
  • McGlone Suttner Wealth Management first reported a position in Global X Genomics & Biotechnology ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Global X Genomics & Biotechnology ETF position peaked at $867 in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Global X Genomics & Biotechnology ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.