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Geneos Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Geneos Wealth Management’s Portfolio BBHY Stock Details BBHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.4K Hold
1,973
– – ﹤0.01% 1206
2025
Q4 		$91.7K Hold
1,973
– – ﹤0.01% 1172
2025
Q3 		$92.7K Buy
1,973
+1,248
+172% +$58.2K ﹤0.01% 1149
2025
Q2 		$33.8K Sell
725
-325
-31% -$14.8K ﹤0.01% 1771
2025
Q1 		$48.4K Buy
1,050
+525
+100% +$24.4K ﹤0.01% 1939
2024
Q4 		$24.2K Buy
525
+150
+40% +$7.01K ﹤0.01% 1631
2024
Q3 		$17.8K Sell
375
-16
-4% -$744 ﹤0.01% 1601
2024
Q2 		$17.9K Sell
391
-134
-26% -$6.11K ﹤0.01% 1384
2024
Q1 		$24.3K Buy
525
+125
+31% +$5.73K ﹤0.01% 1298
2023
Q4 		$18.4K Buy
+400
New +$17.7K ﹤0.01% 1388
2022
Q1 		– Sell
-1,168
Closed -$60K – 2757
2021
Q4 		$60K Sell
1,168
-77
-6% -$3.98K ﹤0.01% 1392
2021
Q3 		$64K Sell
1,245
-441
-26% -$23K ﹤0.01% 1367
2021
Q2 		$88K Buy
1,686
+398
+31% +$20.6K ﹤0.01% 1212
2021
Q1 		$66K Sell
1,288
-14
-1% -$725 ﹤0.01% 1480
2020
Q4 		$67K Sell
1,302
-154
-11% -$7.86K ﹤0.01% 1312
2020
Q3 		$72K Buy
1,456
+55
+4% +$2.76K ﹤0.01% 1079
2020
Q2 		$68K Sell
1,401
-504
-26% -$24K ﹤0.01% 1082
2020
Q1 		$82K Buy
+1,905
New +$94.3K 0.01% 906

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geneos Wealth Management held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q1 2026 at 1,973 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Geneos Wealth Management first reported a position in BBHY in Q1 2020 and has held it in 18 quarters since. The position peaked at $92.7K in Q3 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • Geneos Wealth Management held 1,973 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $90.4K as of Q1 2026.
  • Geneos Wealth Management left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1206 holding.
  • Geneos Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • Geneos Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $92.7K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

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