GWM
BIDD

Geneos Wealth Management’s iShares International Dividend Active ETF BIDD Stock Holding History

Geneos Wealth Management’s Portfolio BIDD Stock Details BIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.2K Hold
2,704
– – ﹤0.01% 1292
2026
Q1 		$76.9K Hold
2,704
– – ﹤0.01% 1261
2025
Q4 		$77.9K Hold
2,704
– – ﹤0.01% 1238
2025
Q3 		$75.7K Hold
2,704
– – ﹤0.01% 1219
2025
Q2 		$73.8K Buy
2,704
+1,352
+100% +$35.6K ﹤0.01% 1387
2025
Q1 		$35K Hold
1,352
– – ﹤0.01% 1673
2024
Q4 		$33.4K Buy
+1,352
New +$34.2K ﹤0.01% 1494

Other funds holding BIDD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management held its iShares International Dividend Active ETF (BIDD) position steady in Q2 2026 at 2,704 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Geneos Wealth Management first reported a position in BIDD in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold BIDD as of Q2 2026.

  • Geneos Wealth Management held 2,704 shares of iShares International Dividend Active ETF worth $81.2K as of Q2 2026.
  • Geneos Wealth Management left its iShares International Dividend Active ETF share count unchanged in Q2 2026.
  • iShares International Dividend Active ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1292 holding.
  • Geneos Wealth Management first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2026.

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