Geneos Wealth Management Inc. Increases Stock Holdings in VanEck Morningstar Wide Moat ETF $MOAT

Geneos Wealth Management Inc. grew its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 8.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 316,538 shares of the company’s stock after purchasing an additional 23,498 shares during the quarter. VanEck Morningstar Wide Moat ETF makes up approximately 0.7% of Geneos Wealth Management Inc.’s holdings, making the stock its 19th biggest position. Geneos Wealth Management Inc. owned about 0.23% of VanEck Morningstar Wide Moat ETF worth $29,688,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC bought a new stake in VanEck Morningstar Wide Moat ETF during the fourth quarter valued at approximately $528,000. Townsquare Capital LLC increased its stake in shares of VanEck Morningstar Wide Moat ETF by 108.4% in the 1st quarter. Townsquare Capital LLC now owns 8,274 shares of the company’s stock worth $728,000 after purchasing an additional 4,304 shares in the last quarter. Kovitz Investment Group Partners LLC raised its holdings in VanEck Morningstar Wide Moat ETF by 797.6% in the 1st quarter. Kovitz Investment Group Partners LLC now owns 46,997 shares of the company’s stock worth $4,136,000 after purchasing an additional 41,761 shares during the period. Boston Family Office LLC raised its holdings in VanEck Morningstar Wide Moat ETF by 26.5% in the 1st quarter. Boston Family Office LLC now owns 60,823 shares of the company’s stock worth $5,352,000 after purchasing an additional 12,749 shares during the period. Finally, Cresset Asset Management LLC lifted its position in VanEck Morningstar Wide Moat ETF by 26.5% during the first quarter. Cresset Asset Management LLC now owns 13,965 shares of the company’s stock valued at $1,229,000 after purchasing an additional 2,922 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Stock Performance

BATS:MOAT opened at $105.56 on Friday. The stock has a 50-day simple moving average of $101.64 and a two-hundred day simple moving average of $98.03. The firm has a market capitalization of $14.25 billion, a PE ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a 52-week low of $75.43 and a 52-week high of $99.41.

VanEck Morningstar Wide Moat ETF Profile

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.