GWM
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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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Geneos Wealth Management's ACIO Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026: 51,401 shares worth $2.16M. The stake represents 0.05% of the portfolio and ranks #342 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in ACIO as recently as Q1 2021.

Geneos Wealth Management first reported a position in ACIO in Q4 2020 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Geneos Wealth Management held 51,401 shares of Aptus Collared Investment Opportunity ETF worth $2.16M as of Q1 2026.
  • Aptus Collared Investment Opportunity ETF was a new Geneos Wealth Management position in Q1 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #342 holding.
  • Geneos Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2020 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.