Geneos Wealth Management Inc. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is COPX and the CUSIP is 37954Y830. A total of 1 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$9,103
-3.3%
2500.0%0.00%
Q2 2023$9,413
-2.7%
2500.0%0.00%
-100.0%
Q1 2023$9,678
+9.3%
2500.0%0.00%0.0%
Q4 2022$8,858
-50.8%
250
-61.5%
0.00%0.0%
Q3 2022$18,000
-5.3%
6500.0%0.00%0.0%
Q2 2022$19,000
-34.5%
6500.0%0.00%0.0%
Q1 2022$29,000
+26.1%
6500.0%0.00%0.0%
Q4 2021$23,000
+4.5%
6500.0%0.00%0.0%
Q3 2021$22,000
-8.3%
6500.0%0.00%0.0%
Q2 2021$24,000
-4.0%
6500.0%0.00%0.0%
Q1 2021$25,000
+13.6%
6500.0%0.00%0.0%
Q4 2020$22,000
+120.0%
650
+30.0%
0.00%0.0%
Q3 2020$10,000
+25.0%
5000.0%0.00%
Q2 2020$8,000
+60.0%
5000.0%0.00%
Q1 2020$5,000
-50.0%
5000.0%0.00%
-100.0%
Q4 2019$10,000
+25.0%
5000.0%0.00%
Q3 2019$8,000
-20.0%
5000.0%0.00%
-100.0%
Q2 2019$10,0000.0%5000.0%0.00%0.0%
Q1 2019$10,000
+11.1%
5000.0%0.00%0.0%
Q4 2018$9,000
-18.2%
5000.0%0.00%0.0%
Q3 2018$11,000
-8.3%
5000.0%0.00%0.0%
Q1 2018$12,0005000.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Cadence Wealth Management LLC 191,872$7,128,0006.02%
Legend Financial Advisors, Inc. 240,595$8,938,0005.75%
Delos Wealth Advisors, LLC 49,898$1,854,0002.32%
Proficio Capital Partners LLC 355,550$13,209,0000.99%
Phoenix Holdings Ltd. 1,295,514$48,275,0000.92%
FWL INVESTMENT MANAGEMENT, LLC 39,417$1,464,0000.89%
London & Capital Asset Management Ltd 259,054$9,624,0000.79%
Privium Fund Management (UK) Ltd 22,000$817,0000.57%
Weil Company, Inc. 25,217$937,0000.47%
Fermata Advisors, LLC 21,194$787,0000.46%
View complete list of GLOBAL X FDS shareholders