Geneos Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Buy	13,118 +1,716	+15%	+$89.6K	0.01%	634
2026 Q1	$592K	Buy	11,402 +1,320	+13%	+$69.6K	0.01%	641
2025 Q4	$532K	Buy	10,082 +6,092	+153%	+$323K	0.01%	644
2025 Q3	$212K	Buy	3,990 +2,427	+155%	+$128K	0.01%	880
2025 Q2	$82.6K	Buy	1,563 +1,400	+859%	+$72.9K	﹤0.01%	1326
2025 Q1	$8.54K	Sell	163 -549	-77%	-$28.8K	﹤0.01%	2324
2024 Q4	$37K	Buy	+712	New	+$37.5K	﹤0.01%	1438

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Geneos Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 15% in Q2 2026, buying an estimated $89.6K and bringing the position to 13,118 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #634.

Geneos Wealth Management first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Geneos Wealth Management held 13,118 shares of BlackRock Flexible Income ETF worth $687K as of Q2 2026.
Geneos Wealth Management bought 1,716 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $89.6K.
BlackRock Flexible Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #634 holding.
Geneos Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

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