PWA
GENE

Provenance Wealth Advisors’s Genetic Technologies Ltd. GENE Stock Holding History

Provenance Wealth Advisors’s Portfolio GENE Stock Details GENE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15
Closed -$57 – 619
2023
Q3 		$57 Buy
+15
New +$61 ﹤0.01% 482

Other funds holding GENE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Provenance Wealth Advisors's GENE Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of Genetic Technologies Ltd. (GENE) in Q4 2023, closing a stake of 15 shares — an estimated $57 sold.

Provenance Wealth Advisors first reported a position in GENE in Q3 2023 and held it in 1 quarter. The position peaked at $57 in Q3 2023. 6 funds tracked by Wall St. Rank hold GENE as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining Genetic Technologies Ltd. position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 15 Genetic Technologies Ltd. shares in Q4 2023, an estimated $57.
  • Provenance Wealth Advisors first reported a position in Genetic Technologies Ltd. in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Genetic Technologies Ltd. position peaked at $57 in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Genetic Technologies Ltd. as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.