Principal Financial Group
GENY

Principal Financial Group’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Principal Financial Group’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
2020
Q3 		– Sell
-200,001
Closed -$8.57M – 2366
2020
Q2 		$8.57M Sell
200,001
-16,939
-8% -$645K 0.01% 1143
2020
Q1 		$6.98M Hold
216,940
– – 0.01% 1109
2019
Q4 		$9.01M Hold
216,940
– – 0.01% 1301
2019
Q3 		$8.21M Hold
216,940
– – 0.01% 1312
2019
Q2 		$8.3M Hold
216,940
– – 0.01% 1323
2019
Q1 		$8.05M Hold
216,940
– – 0.01% 1356
2018
Q4 		$6.76M Buy
216,940
+16,939
+8% +$575K 0.01% 1379
2018
Q3 		$7.7M Hold
200,001
– – 0.01% 1457
2018
Q2 		$7.4M Hold
200,001
– – 0.01% 1456
2018
Q1 		$7.07M Hold
200,001
– – 0.01% 1418
2017
Q4 		$6.94M Hold
200,001
– – 0.01% 1437
2017
Q3 		$6.31M Hold
200,001
– – 0.01% 1483
2017
Q2 		$5.78M Hold
200,001
– – 0.01% 1495
2017
Q1 		$5.35M Hold
200,001
– – 0.01% 1506
2016
Q4 		$4.96M Hold
200,001
– – 0.01% 1519
2016
Q3 		$5.03M Buy
+200,001
New +$5.01M 0.01% 1467

Other funds holding GENY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's GENY Position: Q3 2020 in Review

Principal Financial Group sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q3 2020, closing a stake of 200,001 shares — an estimated $8.57M sold.

Principal Financial Group first reported a position in GENY in Q3 2016 and held it in 16 quarters. The position peaked at $9.01M in Q4 2019. 7 funds tracked by Wall St. Rank hold GENY as of Q3 2020.

  • Principal Financial Group reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Principal Financial Group sold 200,001 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q3 2020, an estimated $8.57M.
  • Principal Financial Group first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q3 2016 and held it in 16 quarters.
  • Principal Financial Group's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $9.01M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q3 2020.

Based on Principal Financial Group's 13F filing for Q3 2020, filed 6 Nov 2020.