Geneos Wealth Management
AFIF icon

Geneos Wealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Geneos Wealth Management’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.2K Buy
3,746
+484
+15% +$4.55K ﹤0.01% 1611
2026
Q1 		$30.4K Buy
3,262
+1,284
+65% +$12.1K ﹤0.01% 1621
2025
Q4 		$18.6K Buy
+1,978
New +$18.7K ﹤0.01% 1750

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Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $829M AUM
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

Geneos Wealth Management increased its Anfield Universal Fixed Income ETF (AFIF) stake by 15% in Q2 2026, buying an estimated $4.55K and bringing the position to 3,746 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Geneos Wealth Management first reported a position in AFIF in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold AFIF as of Q2 2026.

  • Geneos Wealth Management held 3,746 shares of Anfield Universal Fixed Income ETF worth $35.2K as of Q2 2026.
  • Geneos Wealth Management bought 484 Anfield Universal Fixed Income ETF shares in Q2 2026, an estimated $4.55K.
  • Anfield Universal Fixed Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1611 holding.
  • Geneos Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2026.

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