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Geneos Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Geneos Wealth Management’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.59M Buy
513,540
+8,527
+2% +$148K 0.2% 116
2025
Q4 		$8.56M Buy
505,013
+74,634
+17% +$1.48M 0.21% 121
2025
Q3 		$8.86M Buy
430,379
+48,755
+13% +$960K 0.22% 114
2025
Q2 		$7.23M Sell
381,624
-402,554
-51% -$6.95M 0.18% 143
2025
Q1 		$12.9M Buy
784,178
+363,204
+86% +$6.34M 0.19% 134
2024
Q4 		$7.27M Sell
420,974
-2,163
-0.5% -$37.8K 0.25% 90
2024
Q3 		$7.19M Sell
423,137
-6,865
-2% -$113K 0.27% 84
2024
Q2 		$7.03M Buy
430,002
+7,595
+2% +$118K 0.31% 74
2024
Q1 		$6.58M Buy
422,407
+17,260
+4% +$254K 0.3% 75
2023
Q4 		$5.6M Sell
405,147
-871
-0.2% -$11.1K 0.28% 88
2023
Q3 		$4.96M Buy
406,018
+42,866
+12% +$547K 0.26% 105
2023
Q2 		$4.64M Buy
363,152
+16,178
+5% +$198K 0.24% 113
2023
Q1 		$4.17M Buy
346,974
+5,505
+2% +$64.2K 0.25% 101
2022
Q4 		$3.91M Sell
341,469
-13,778
-4% -$158K 0.24% 114
2022
Q3 		$3.75M Sell
355,247
-28,994
-8% -$336K 0.26% 96
2022
Q2 		$4.29M Sell
384,241
-159,075
-29% -$1.93M 0.21% 115
2022
Q1 		$7.3M Buy
543,316
+243,500
+81% +$3.2M 0.31% 64
2021
Q4 		$4.19M Sell
299,816
-766
-0.3% -$11K 0.16% 147
2021
Q3 		$4.13M Buy
+300,582
New +$4.2M 0.16% 153

Other funds holding AESR

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

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

Geneos Wealth Management increased its Anfield US Equity Sector Rotation ETF (AESR) stake by 1.7% in Q1 2026, buying an estimated $148K and bringing the position to 513,540 shares worth $8.59M. The position accounts for 0.2% of the portfolio, ranked #116.

Geneos Wealth Management first reported a position in AESR in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q1 2025. 21 funds tracked by Wall St. Rank hold AESR as of Q1 2026.

  • Geneos Wealth Management held 513,540 shares of Anfield US Equity Sector Rotation ETF worth $8.59M as of Q1 2026.
  • Geneos Wealth Management bought 8,527 Anfield US Equity Sector Rotation ETF shares in Q1 2026, an estimated $148K.
  • Anfield US Equity Sector Rotation ETF made up 0.2% of Geneos Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Geneos Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2021 and has held it in 19 quarters since.
  • Geneos Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $12.9M in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2026.

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