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$13,005
-6.4%
5000.0%0.00%0.0%
Q2 2023$13,900
+3.8%
5000.0%0.00%0.0%
Q1 2023$13,395
+2.3%
5000.0%0.00%0.0%
Q4 2022$13,095
+19.0%
5000.0%0.00%0.0%
Q3 2022$11,000
-8.3%
5000.0%0.00%0.0%
Q2 2022$12,000
-14.3%
5000.0%0.00%0.0%
Q1 2022$14,0000.0%5000.0%0.00%0.0%
Q4 2021$14,0000.0%5000.0%0.00%0.0%
Q3 2021$14,000
-6.7%
5000.0%0.00%0.0%
Q2 2021$15,000
+7.1%
5000.0%0.00%
Q1 2021$14,000
+7.7%
5000.0%0.00%
-100.0%
Q4 2020$13,000
+8.3%
5000.0%0.00%0.0%
Q3 2020$12,0000.0%5000.0%0.00%0.0%
Q2 2020$12,000
-47.8%
500
-59.2%
0.00%
-50.0%
Q1 2020$23,000
-20.7%
1,2250.0%0.00%0.0%
Q4 2019$29,000
+11.5%
1,2250.0%0.00%0.0%
Q3 2019$26,0000.0%1,2250.0%0.00%0.0%
Q2 2019$26,0000.0%1,2250.0%0.00%0.0%
Q1 2019$26,000
+13.0%
1,2250.0%0.00%0.0%
Q4 2018$23,000
+43.8%
1,225
+69.0%
0.00%
+100.0%
Q3 2018$16,0007250.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Oder Investment Management, LLC 7,139$205,0000.23%
VALLEY NATIONAL ADVISERS INC 35,193$1,008,0000.19%
EPG Wealth Management LLC 13,059$374,0000.13%
Elevated Capital Advisors, LLC 8,198$235,0000.08%
PRUDENTIAL PLC 140,200$4,018,0000.06%
Strategic Asset Management, LLC 500$14,0000.02%
Perigon Wealth Management, LLC 9,124$261,0000.02%
PNC FINANCIAL SERVICES GROUP, INC. 487,692$13,978,0000.01%
Stratos Wealth Partners, LTD. 7,947$228,0000.01%
LPL Financial LLC 112,843$3,234,0000.00%
View complete list of GLOBAL X FDS shareholders