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 62 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 1,722,730$45,393,9408.02%
Faithward Advisors, LLC 676,383$17,883,5564.36%
PAX Financial Group, LLC 524,046$13,808,6243.15%
Legacy Wealth Asset Management, LLC 123,615$3,257,2551.20%
Frontier Asset Management, LLC 97,373$2,565,7681.16%
Inspire Investing, LLC 337,929$8,904,4271.14%
Range Financial Group LLC 51,023$1,344,4560.89%
CreativeOne Wealth, LLC 438,058$11,5420.83%
LifeGuide Financial Advisors, LLC 21,008$553,5610.32%
EverSource Wealth Advisors, LLC 113,978$3,003,3240.32%
View complete list of NORTHERN LTS FD TR IV shareholders