Geneos Wealth Management Inc. - NORTHERN LTS FD TR IV ownership

NORTHERN LTS FD TR IV's ticker is WWJD and the CUSIP is 66538H419. A total of 47 filers reported holding NORTHERN LTS FD TR IV in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$76,257
-5.2%
2,8940.0%0.00%0.0%
Q2 2023$80,448
+71.2%
2,894
+70.5%
0.00%
+33.3%
Q1 2023$46,990
+2.9%
1,697
-3.1%
0.00%0.0%
Q4 2022$45,649
+34.3%
1,751
+12.0%
0.00%
+50.0%
Q3 2022$34,000
+17.2%
1,563
+33.9%
0.00%
+100.0%
Q2 2022$29,000
-25.6%
1,167
-12.7%
0.00%
-50.0%
Q1 2022$39,000
+56.0%
1,337
+61.5%
0.00%
+100.0%
Q4 2021$25,000
+4.2%
828
+15.5%
0.00%0.0%
Q3 2021$24,0007170.00%
Other shareholders
NORTHERN LTS FD TR IV shareholders Q4 2022
NameSharesValueWeighting ↓
Inspire Advisors, LLC 981,282$33,487,00010.55%
Faithward Advisors, LLC 453,754$15,484,0003.00%
Inspire Investing, LLC 342,952$11,703,0001.48%
OneAscent Financial Services LLC 29,821$1,025,0001.37%
Legacy Wealth Asset Management, LLC 86,844$2,964,0001.36%
Sound Financial Strategies Group, LLC 63,888$2,180,0001.10%
PAX Financial Group, LLC 63,265$2,159,0000.53%
Keel Point, LLC 43,555$1,486,0000.19%
Harvest Investment Services, LLC 10,152$346,0000.14%
Sowell Financial Services LLC 27,325$939,0000.06%
View complete list of NORTHERN LTS FD TR IV shareholders