Geneos Wealth Management Inc. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 457 filers reported holding GLOBAL X FDS in Q4 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$120,627
-25.0%
2,186
-11.6%
0.01%
-25.0%
Q2 2023$160,792
-7.0%
2,473
-9.1%
0.01%
-27.3%
Q1 2023$172,981
+2.5%
2,722
-5.5%
0.01%
+10.0%
Q4 2022$168,802
-11.2%
2,8800.0%0.01%
-23.1%
Q3 2022$190,000
-19.8%
2,880
-12.9%
0.01%
+8.3%
Q2 2022$237,000
-2.1%
3,305
+4.8%
0.01%
+20.0%
Q1 2022$242,000
-46.1%
3,155
-40.7%
0.01%
-41.2%
Q4 2021$449,000
-57.9%
5,319
-59.4%
0.02%
-58.5%
Q3 2021$1,066,000
+53.8%
13,113
+36.2%
0.04%
+51.9%
Q2 2021$693,000
-14.8%
9,627
-24.7%
0.03%
+17.4%
Q1 2021$813,000
+530.2%
12,791
+340.3%
0.02%
+360.0%
Q4 2020$129,000
+416.0%
2,905
+330.4%
0.01%
+400.0%
Q3 2020$25,000
+13.6%
675
-6.9%
0.00%0.0%
Q2 2020$22,000
+29.4%
725
-12.1%
0.00%0.0%
Q1 2020$17,000
-57.5%
825
-43.6%
0.00%
-50.0%
Q4 2019$40,000
+5.3%
1,464
-8.2%
0.00%0.0%
Q3 2019$38,000
-7.3%
1,594
+0.1%
0.00%
-33.3%
Q2 2019$41,000
-31.7%
1,593
-25.2%
0.00%
-25.0%
Q1 2019$60,000
+50.0%
2,131
+40.0%
0.00%
+33.3%
Q4 2018$40,000
-48.1%
1,522
-35.5%
0.00%
-40.0%
Q3 2018$77,000
-15.4%
2,360
-15.7%
0.01%
-28.6%
Q2 2018$91,000
+1.1%
2,798
+1.8%
0.01%
-12.5%
Q1 2018$90,000
+25.0%
2,749
+46.8%
0.01%
+33.3%
Q4 2017$72,000
+4.3%
1,873
+1.4%
0.01%
-14.3%
Q3 2017$69,000
+130.0%
1,848
+76.3%
0.01%
+133.3%
Q2 2017$30,000
+275.0%
1,048
+249.3%
0.00%
+200.0%
Q1 2017$8,000
+14.3%
3000.0%0.00%0.0%
Q4 2016$7,0000.0%3000.0%0.00%0.0%
Q3 2016$7,000
+40.0%
300
+50.0%
0.00%0.0%
Q2 2016$5,000
-50.0%
200
-58.9%
0.00%
-50.0%
Q1 2016$10,0004870.00%
Other shareholders
GLOBAL X FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders