Geneos Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-152	Closed	-$11.1K	–	2478
2025 Q4	$11.1K	Buy	+152	New	+$10.8K	﹤0.01%	1929
2025 Q3	–	Sell	-97	Closed	-$6.54K	–	2549
2025 Q2	$6.54K	Buy	97 +51	+111%	+$3.3K	﹤0.01%	2486
2025 Q1	$2.84K	Sell	46 -47	-51%	-$2.84K	﹤0.01%	2672
2024 Q4	$5.15K	Buy	+93	New	+$5.45K	﹤0.01%	2323
2023 Q3	–	Sell	-84	Closed	-$4.55K	–	2100
2023 Q2	$4.55K	Buy	+84	New	+$4.58K	﹤0.01%	1763
2021 Q1	–	Sell	-321	Closed	-$17K	–	3122
2020 Q4	$17K	Buy	321 +169	+111%	+$8.29K	﹤0.01%	1987
2020 Q3	$6K	Hold	152	–	–	﹤0.01%	2101
2020 Q2	$6K	Hold	152	–	–	﹤0.01%	2067
2020 Q1	$5K	Hold	152	–	–	﹤0.01%	2011
2019 Q4	$7K	Hold	152	–	–	﹤0.01%	2086
2019 Q3	$7K	Hold	152	–	–	﹤0.01%	1993
2019 Q2	$7K	Hold	152	–	–	﹤0.01%	2005
2019 Q1	$7K	Buy	+152	New	+$6.96K	﹤0.01%	1934

Other funds holding BBEU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2026, closing a stake of 152 shares — an estimated $11.1K sold.

Geneos Wealth Management first reported a position in BBEU in Q1 2019 and held it in 13 quarters. The position peaked at $17K in Q4 2020. 199 funds tracked by Wall St. Rank hold BBEU as of Q1 2026.

Geneos Wealth Management reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 152 JPMorgan BetaBuilders Europe ETF shares in Q1 2026, an estimated $11.1K.
Geneos Wealth Management first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2019 and held it in 13 quarters.
Geneos Wealth Management's JPMorgan BetaBuilders Europe ETF position peaked at $17K in Q4 2020.
199 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2026.

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