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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
Q2 		$83K Sell
1,800
-173
-9% -$7.97K ﹤0.01% 1285
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 Buy
725
+200
+38% +$9.13K ﹤0.01% 1771
2025
Q1 		$24.2K Hold
525
– – ﹤0.01% 1861
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 $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $10.6B AUM 25.02% 1-Year Est. Return

Geneos Wealth Management's BBHY Position: Q2 2026 in Review

Geneos Wealth Management reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 8.8% in Q2 2026, selling an estimated $7.97K and leaving 1,800 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Geneos Wealth Management first reported a position in BBHY in Q1 2020 and has held it in 19 quarters since. The position peaked at $92.7K in Q3 2025. 111 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Geneos Wealth Management held 1,800 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $83K as of Q2 2026.
  • Geneos Wealth Management sold 173 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.97K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1285 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 19 quarters since.
  • Geneos Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $92.7K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.