Geneos Wealth Management Inc. AESR Holdings History
Geneos Wealth Management Inc.'s Anfield U.S. Equity Sector Rotation ETF Holding Summary
As of 2025-03-31, Geneos Wealth Management Inc. held 784,178.00 shares of Anfield U.S. Equity Sector Rotation ETF(AESR), totaling $12.93 Mil. This investment constitutes 0.19% of their stock portfolio, and Geneos Wealth Management Inc. now holds 10.21% of the outstanding Anfield U.S. Equity Sector Rotation ETF(AESR) stock.
The initial trade took place in 2024Q4. And since then Geneos Wealth Management Inc. has made 2 purchases of AESR, at an average price of $17.47, for a total of 784,178.00 shares. Based on historical transaction data and AESR's current price of $19.15, Geneos Wealth Management Inc.'s estimated gain on his AESR holdings is $1.32 Mil, reflecting a 9.62% gain to date.
Geneos Wealth Management Inc. AESR ($19.15) Holding Chart
Geneos Wealth Management Inc. AESR ($19.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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