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Geneos Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Geneos Wealth Management’s Portfolio BBUS Stock Details BBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$359K Sell
2,666
-7,859
-75% -$1.03M 0.01% 820
2026
Q1 		$1.23M Sell
10,525
-733
-7% -$89.9K 0.03% 461
2025
Q4 		$1.39M Buy
11,258
+495
+5% +$60.6K 0.03% 424
2025
Q3 		$1.3M Buy
10,763
+2,620
+32% +$304K 0.03% 430
2025
Q2 		$911K Buy
8,143
+1,264
+18% +$131K 0.02% 559
2025
Q1 		$694K Buy
6,879
+1,283
+23% +$136K 0.02% 529
2024
Q4 		$593K Buy
5,596
+434
+8% +$46.2K 0.02% 546
2024
Q3 		$535K Buy
5,162
+32
+0.6% +$3.19K 0.02% 548
2024
Q2 		$503K Buy
5,130
+1,510
+42% +$143K 0.02% 492
2024
Q1 		$342K Buy
+3,620
New +$326K 0.02% 573

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

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

Geneos Wealth Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 75% in Q2 2026, selling an estimated $1.03M and leaving 2,666 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #820.

Geneos Wealth Management first reported a position in BBUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Geneos Wealth Management held 2,666 shares of JPMorgan BetaBuilders US Equity ETF worth $359K as of Q2 2026.
  • Geneos Wealth Management sold 7,859 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $1.03M.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #820 holding.
  • Geneos Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • Geneos Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $1.39M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

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