Ownership history in Geller Advisors LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in DBX ETF TR (DBEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Geller Advisors LLC underperformed the S&P 500 by β26.3% annually on this DBEF position. Timing score: 70% (7/10 decisions correct). Average cost basis: $33.79. Maximum drawdown during holding period: β1.3%.
β Significantly underperformed the S&P 500 by 26.3% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $16.80 (2014 Q3) Β· Worst: $39.36 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Geller Advisors LLC has been actively increasing its DBEF allocation β a bullish signal from insiders.
Currently 16.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size