Geneos Wealth Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Geneos Wealth Management’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-138	Closed	-$7.77K	–	2476
2025 Q4	$7.77K	Buy	+138	New	+$7.75K	﹤0.01%	2034
2025 Q3	–	Sell	-23	Closed	-$1.25K	–	2547
2025 Q2	$1.25K	Sell	23 -23	-50%	-$1.18K	﹤0.01%	2917
2025 Q1	$2.24K	Sell	46 -68	-60%	-$3.39K	﹤0.01%	2958
2024 Q4	$5.56K	Buy	+114	New	+$5.87K	﹤0.01%	2293
2023 Q3	–	Sell	-43	Closed	-$2.06K	–	2098
2023 Q2	$2.06K	Buy	+43	New	+$2.1K	﹤0.01%	1921
2021 Q1	–	Sell	-38	Closed	-$2K	–	3120
2020 Q4	$2K	Sell	38 -9	-19%	-$451	﹤0.01%	2673
2020 Q3	$2K	Hold	47	–	–	﹤0.01%	2378
2020 Q2	$2K	Hold	47	–	–	﹤0.01%	2334
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	2340
2019 Q4	$2K	Hold	47	–	–	﹤0.01%	2352
2019 Q3	$2K	Hold	47	–	–	﹤0.01%	2284
2019 Q2	$2K	Hold	47	–	–	﹤0.01%	2294
2019 Q1	$2K	Buy	+47	New	+$2.31K	﹤0.01%	2216

Other funds holding BBAX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geneos Wealth Management sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2026, closing a stake of 138 shares — an estimated $7.77K sold.

Geneos Wealth Management first reported a position in BBAX in Q1 2019 and held it in 13 quarters. The position peaked at $7.77K in Q4 2025. 151 funds tracked by Wall St. Rank hold BBAX as of Q1 2026.

Geneos Wealth Management reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 138 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2026, an estimated $7.77K.
Geneos Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2019 and held it in 13 quarters.
Geneos Wealth Management's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $7.77K in Q4 2025.
151 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2026.

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