Geneos Wealth Management Inc. - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 3 filers reported holding KRANESHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$108,475
-78.3%
5,276
-78.3%
0.01%
-76.9%
Q2 2023$500,732
+3.5%
24,331
+14.3%
0.03%
-10.3%
Q1 2023$483,572
-5.2%
21,284
-5.6%
0.03%
-6.5%
Q4 2022$509,991
-10.2%
22,556
-12.0%
0.03%
-20.5%
Q3 2022$568,000
-69.4%
25,636
-63.7%
0.04%
-57.6%
Q2 2022$1,856,000
-0.5%
70,549
-3.2%
0.09%
+15.0%
Q1 2022$1,866,000
-14.9%
72,857
-10.8%
0.08%
-3.6%
Q4 2021$2,192,000
-5.8%
81,673
-1.8%
0.08%
-6.7%
Q3 2021$2,327,000
+6.6%
83,212
+5.6%
0.09%
+4.7%
Q2 2021$2,183,000
-40.1%
78,804
-38.2%
0.08%
-16.7%
Q1 2021$3,645,000
+68.8%
127,602
-2.2%
0.10%
+17.2%
Q4 2020$2,160,000
+860.0%
130,453
+1479.7%
0.09%
+625.0%
Q3 2020$225,000
+11150.0%
8,258
+8158.0%
0.01%
Q2 2020$2,0000.0%1000.0%0.00%
Q1 2020$2,0001000.00%
Other shareholders
KRANESHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
JSF Financial, LLC 934,962$25,824,00015.22%
Lake Point Wealth Management 1,072,510$29,623,00013.81%
Delos Wealth Advisors, LLC 327,831$9,055,00011.32%
TMD Wealth Management, LLC 785,624$21,699,0009.47%
ACT Advisors, LLC. 448,930$12,440,0009.44%
SimpliFi, Inc. 646,300$17,851,0008.08%
MOULTON WEALTH MANAGEMENT, INC 386,422$10,673,0007.79%
PEAK FINANCIAL ADVISORS LLC 327,516$9,046,0007.78%
Astor Investment Management LLC 1,302,974$35,988,0007.71%
Faithward Advisors, LLC 1,178,034$32,537,0006.45%
View complete list of KRANESHARES TR shareholders