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Geneos Wealth Management’s ActivePassive Core Bond ETF APCB Stock Holding History

Geneos Wealth Management’s Portfolio APCB Stock Details APCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,282
Closed -$67.6K – 2509
2025
Q2 		$67.6K Sell
2,282
-5,248
-70% -$154K ﹤0.01% 1424
2025
Q1 		$222K Sell
7,530
-2,361
-24% -$69K ﹤0.01% 1185
2024
Q4 		$287K Buy
+9,891
New +$293K 0.01% 723

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Geneos Wealth Management's APCB Position: Q3 2025 in Review

Geneos Wealth Management sold out of ActivePassive Core Bond ETF (APCB) in Q3 2025, closing a stake of 2,282 shares — an estimated $67.6K sold.

Geneos Wealth Management first reported a position in APCB in Q4 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 31 funds tracked by Wall St. Rank hold APCB as of Q3 2025.

  • Geneos Wealth Management reported no remaining ActivePassive Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,282 ActivePassive Core Bond ETF shares in Q3 2025, an estimated $67.6K.
  • Geneos Wealth Management first reported a position in ActivePassive Core Bond ETF in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's ActivePassive Core Bond ETF position peaked at $287K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.