Geneos Wealth Management’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$227K	Sell	2,096 -156	-7%	-$17.5K	0.01%	927
2025 Q4	$240K	Buy	2,252 +116	+5%	+$12.2K	0.01%	870
2025 Q3	$222K	Buy	2,136 +506	+31%	+$51.5K	0.01%	870
2025 Q2	$159K	Sell	1,630 -1,488	-48%	-$136K	﹤0.01%	1074
2025 Q1	$281K	Buy	3,118 +2,122	+213%	+$205K	﹤0.01%	1101
2024 Q4	$95.8K	Buy	996 +76	+8%	+$7.49K	﹤0.01%	1084
2024 Q3	$86.9K	Buy	920 +116	+14%	+$10.5K	﹤0.01%	1007
2024 Q2	$70.8K	Buy	804 +181	+29%	+$16K	﹤0.01%	963
2024 Q1	$57.6K	Buy	+623	New	+$53.8K	﹤0.01%	1016

Other funds holding BBMC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Geneos Wealth Management reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 6.9% in Q1 2026, selling an estimated $17.5K and leaving 2,096 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #927.

Geneos Wealth Management first reported a position in BBMC in Q1 2024 and has held it in 9 quarters since. The position peaked at $281K in Q1 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

Geneos Wealth Management held 2,096 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $227K as of Q1 2026.
Geneos Wealth Management sold 156 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $17.5K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #927 holding.
Geneos Wealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
Geneos Wealth Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $281K in Q1 2025.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

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