Geneos Wealth Management
APCB icon

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 Buy
2,282
+122
+6% +$3.57K ﹤0.01% 1424
2025
Q1 		$63.8K Sell
2,160
-7,731
-78% -$226K ﹤0.01% 1353
2024
Q4 		$287K Buy
+9,891
New +$293K 0.01% 723

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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. 33 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.
  • 33 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.