Geneos Wealth Management Inc. - PROSHARES TR ownership

PROSHARES TR's ticker is UWM and the CUSIP is 74347R842. A total of 41 filers reported holding PROSHARES TR in Q4 2022. The put-call ratio across all filers is 0.71 and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of PROSHARES TR
ValueSharesWeighting
Q3 2023$130,926
-47.2%
4,331
-39.9%
0.01%
-46.2%
Q2 2023$248,093
-28.4%
7,212
-33.7%
0.01%
-38.1%
Q1 2023$346,361
-21.2%
10,885
-22.9%
0.02%
-22.2%
Q4 2022$439,354
+3.9%
14,109
-4.1%
0.03%
-6.9%
Q3 2022$423,000
-8.8%
14,7140.0%0.03%
+26.1%
Q2 2022$464,000
-35.7%
14,714
-5.4%
0.02%
-25.8%
Q1 2022$722,000
-16.3%
15,5600.0%0.03%
-6.1%
Q4 2021$863,000
-0.7%
15,5600.0%0.03%0.0%
Q3 2021$869,000
-20.0%
15,560
-14.6%
0.03%
-21.4%
Q2 2021$1,086,000
+54200.0%
18,221
+72784.0%
0.04%
Q1 2021$2,0000.0%250.0%0.00%
Q4 2020$2,000
-98.4%
25
-98.6%
0.00%
-100.0%
Q1 2018$124,000
-2.4%
1,8000.0%0.01%0.0%
Q4 2017$127,000
-44.1%
1,800
-47.1%
0.01%
-52.2%
Q3 2017$227,000
+11.3%
3,400
+100.0%
0.02%
+9.5%
Q2 2017$204,000
+4.1%
1,7000.0%0.02%
+5.0%
Q1 2017$196,000
-40.2%
1,700
-42.4%
0.02%
-53.5%
Q4 2016$328,000
+17.6%
2,9500.0%0.04%
+13.2%
Q3 2016$279,000
+16.7%
2,9500.0%0.04%
+8.6%
Q2 2016$239,000
+6.2%
2,9500.0%0.04%
+2.9%
Q1 2016$225,0002,9500.03%
Other shareholders
PROSHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Howard Capital Management Inc. 84,709$6,016,0003.01%
CEDAR CAPITAL, LLC 85,898$5,792,0002.55%
FormulaFolio Investments, LLC 301,932$20,359,0000.89%
Silverleafe Capital Partners, LLC 14,850$1,001,0000.59%
Harvest Investment Services, LLC 14,299$983,0000.57%
Forefront Analytics, LLC 11,191$755,0000.48%
BARD ASSOCIATES INC 11,000$742,0000.37%
Institute for Wealth Management, LLC. 21,085$1,422,0000.31%
Capital Investment Counsel, Inc 11,820$797,0000.29%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 8,217$554,0000.24%
View complete list of PROSHARES TR shareholders