Geneos Wealth Management Inc. - GLOBAL X FDS ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$38,818
-3.7%
1,3000.0%0.00%0.0%
Q2 2023$40,326
+5.2%
1,3000.0%0.00%0.0%
Q1 2023$38,337
+6.5%
1,3000.0%0.00%0.0%
Q4 2022$35,997
+9.1%
1,3000.0%0.00%0.0%
Q3 2022$33,000
-17.5%
1,300
-13.3%
0.00%0.0%
Q2 2022$40,000
-16.7%
1,5000.0%0.00%0.0%
Q1 2022$48,000
-5.9%
1,5000.0%0.00%0.0%
Q4 2021$51,000
+8.5%
1,5000.0%0.00%0.0%
Q3 2021$47,000
+14.6%
1,500
+15.4%
0.00%0.0%
Q2 2021$41,000
+5.1%
1,3000.0%0.00%
+100.0%
Q1 2021$39,000
+5.4%
1,3000.0%0.00%0.0%
Q4 2020$37,000
+23.3%
1,3000.0%0.00%
-50.0%
Q3 2020$30,000
-49.2%
1,300
-53.2%
0.00%
-33.3%
Q2 2020$59,000
+156.5%
2,775
+113.5%
0.00%
+50.0%
Q1 2020$23,000
-25.8%
1,3000.0%0.00%0.0%
Q4 2019$31,000
+10.7%
1,3000.0%0.00%0.0%
Q3 2019$28,0000.0%1,3000.0%0.00%0.0%
Q2 2019$28,000
+3.7%
1,3000.0%0.00%0.0%
Q1 2019$27,000
+17.4%
1,3000.0%0.00%0.0%
Q4 2018$23,000
-14.8%
1,3000.0%0.00%0.0%
Q3 2018$27,000
+8.0%
1,3000.0%0.00%0.0%
Q1 2018$25,0000.0%1,3000.0%0.00%0.0%
Q4 2017$25,0001,3000.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Tidal Investments LLC 63,326$1,486,0000.63%
Perennial Investment Advisors, LLC 11,107$261,0000.21%
Financial Architects, Inc 27,353$642,0000.14%
MORGAN STANLEY 2,175,483$51,059,0000.01%
AdvisorNet Financial, Inc 2,150$50,0000.00%
Brinker Capital Investments, LLC 2,290$54,0000.00%
Geneos Wealth Management Inc. 1,300$31,0000.00%
IFP Advisors, Inc 940$23,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 10,225$242,0000.00%
Daiwa Securities Group Inc. 8,509$200,0000.00%
View complete list of GLOBAL X FDS shareholders