Geneos Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Geneos Wealth Management’s Portfolio ACIO Stock Details ACIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Buy	51,570 +169	+0.3%	+$7.68K	0.05%	348
2026 Q1	$2.16M	Buy	+51,401	New	+$2.23M	0.05%	342
2021 Q2	–	Sell	-8,864	Closed	-$263K	–	2843
2021 Q1	$263K	Sell	8,864 -2,463	-22%	-$68.5K	0.01%	855
2020 Q4	$18K	Buy	+11,327	New	+$308K	﹤0.01%	1956

Other funds holding ACIO

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Geneos Wealth Management's ACIO Position: Q2 2026 in Review

Geneos Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.33% in Q2 2026, buying an estimated $7.68K and bringing the position to 51,570 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #348.

Geneos Wealth Management first reported a position in ACIO in Q4 2020 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Geneos Wealth Management held 51,570 shares of Aptus Collared Investment Opportunity ETF worth $2.38M as of Q2 2026.
Geneos Wealth Management bought 169 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $7.68K.
Aptus Collared Investment Opportunity ETF made up 0.05% of Geneos Wealth Management's portfolio in Q2 2026, its #348 holding.
Geneos Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2020 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.