Tradition Wealth Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Tradition Wealth Management’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
2024 Q3	–	Sell	-5,123	Closed	-$207K	–	411
2024 Q2	$207K	Hold	5,123	–	–	0.02%	378
2024 Q1	$220K	Buy	5,123 +190	+4%	+$8.13K	0.02%	354
2023 Q4	$209K	Hold	4,933	–	–	0.02%	317
2023 Q3	$196K	Hold	4,933	–	–	0.02%	313
2023 Q2	$221K	Hold	4,933	–	–	0.03%	292
2023 Q1	$219K	Buy	4,933 +258	+6%	+$11.1K	0.03%	292
2022 Q4	$180K	Buy	4,675 +125	+3%	+$4.64K	0.03%	277
2022 Q3	$148K	Buy	4,550 +1,000	+28%	+$35.2K	0.02%	302
2022 Q2	$120K	Buy	3,550 +200	+6%	+$7.19K	0.02%	328
2022 Q1	$133K	Buy	3,350 +500	+18%	+$20.7K	0.02%	351
2021 Q4	$127K	Buy	2,850 +1,740	+157%	+$81.3K	0.02%	356
2021 Q3	$54K	Buy	1,110 +600	+118%	+$29.9K	0.01%	485
2021 Q2	$27K	Buy	510 +210	+70%	+$11.4K	﹤0.01%	684
2021 Q1	$16K	Hold	300	–	–	﹤0.01%	681
2020 Q4	$14K	Buy	+300	New	+$12.7K	﹤0.01%	654

Other funds holding GENZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tradition Wealth Management's GENZ Position: Q3 2024 in Review

Tradition Wealth Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2024, closing a stake of 5,123 shares — an estimated $207K sold.

Tradition Wealth Management first reported a position in GENZ in Q4 2020 and held it in 15 quarters. The position peaked at $221K in Q2 2023. 30 funds tracked by Wall St. Rank hold GENZ as of Q3 2024.

Tradition Wealth Management reported no remaining VanEck Digital Native Economy ETF position as of Q3 2024 after selling out during the quarter.
Tradition Wealth Management sold 5,123 VanEck Digital Native Economy ETF shares in Q3 2024, an estimated $207K.
Tradition Wealth Management first reported a position in VanEck Digital Native Economy ETF in Q4 2020 and held it in 15 quarters.
Tradition Wealth Management's VanEck Digital Native Economy ETF position peaked at $221K in Q2 2023.
30 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2024.

Based on Tradition Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.