UBS Group’s The Generation Z ETF ZGEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-858
Closed -$10K 11526
2022
Q3
$10K Hold
858
﹤0.01% 8525
2022
Q2
$10K Sell
858
-36
-4% -$510 ﹤0.01% 8070
2022
Q1
$17K Buy
894
+890
+22,250% +$17.4K ﹤0.01% 7705
2021
Q4
$0 Buy
+4
New +$99 ﹤0.01% 11051

UBS Group's ZGEN Position: Q4 2022 in Review

UBS Group sold out of The Generation Z ETF (ZGEN) in Q4 2022, closing a stake of 858 shares — an estimated $10K sold.

UBS Group first reported a position in ZGEN in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 1 fund tracked by Wall St. Rank holds ZGEN as of Q4 2022.

  • UBS Group reported no remaining The Generation Z ETF position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 858 The Generation Z ETF shares in Q4 2022, an estimated $10K.
  • UBS Group first reported a position in The Generation Z ETF in Q4 2021 and held it in 4 quarters.
  • UBS Group's The Generation Z ETF position peaked at $17K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held The Generation Z ETF as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.