Geneos Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.7K	Buy	3,254 +132	+4%	+$1.78K	﹤0.01%	1498
2025 Q4	$44.3K	Buy	3,122 +118	+4%	+$1.69K	﹤0.01%	1441
2025 Q3	$44.9K	Buy	+3,004	New	+$48K	﹤0.01%	1427
2022 Q3	–	Sell	-1,500	Closed	-$22K	–	2067
2022 Q2	$22K	Hold	1,500	–	–	﹤0.01%	1641
2022 Q1	$26K	Hold	1,500	–	–	﹤0.01%	1665
2021 Q4	$25K	Sell	1,500 -2,925	-66%	-$50.7K	﹤0.01%	1760
2021 Q3	$75K	Buy	4,425 +2,925	+195%	+$50K	﹤0.01%	1282
2021 Q2	$25K	Hold	1,500	–	–	﹤0.01%	1790
2021 Q1	$25K	Hold	1,500	–	–	﹤0.01%	1949
2020 Q4	$24K	Hold	1,500	–	–	﹤0.01%	1787
2020 Q3	$18K	Sell	1,500 -68	-4%	-$813	﹤0.01%	1692
2020 Q2	$18K	Sell	1,568 -17,078	-92%	-$189K	﹤0.01%	1656
2020 Q1	$188K	Hold	18,646	–	–	0.01%	634
2019 Q4	$319K	Hold	18,646	–	–	0.02%	543
2019 Q3	$315K	Hold	18,646	–	–	0.02%	514
2019 Q2	$309K	Sell	18,646 -652	-3%	-$10.7K	0.02%	534
2019 Q1	$315K	Sell	19,298 -359	-2%	-$5.74K	0.02%	513
2018 Q4	$283K	Hold	19,657	–	–	0.02%	500
2018 Q3	$335K	Hold	19,657	–	–	0.02%	480
2018 Q2	$327K	Sell	19,657 -2,390	-11%	-$39.3K	0.03%	413
2018 Q1	$358K	Buy	22,047 +240	+1%	+$3.9K	0.03%	381
2017 Q4	$361K	Hold	21,807	–	–	0.03%	391
2017 Q3	$389K	Sell	21,807 -1,250	-5%	-$22.1K	0.04%	348
2017 Q2	$423K	Sell	23,057 -2,827	-11%	-$52.2K	0.04%	323
2017 Q1	$498K	Buy	25,884 +22,748	+725%	+$426K	0.05%	277
2016 Q4	$56K	Buy	3,136 +1,166	+59%	+$20.5K	0.01%	797
2016 Q3	$35K	Hold	1,970	–	–	﹤0.01%	932
2016 Q2	$32K	Buy	+1,970	New	+$32.1K	﹤0.01%	957

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Geneos Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 4.2% in Q1 2026, buying an estimated $1.78K and bringing the position to 3,254 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Geneos Wealth Management first reported a position in BIZD in Q2 2016 and has held it in 28 quarters since. The position peaked at $498K in Q1 2017. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Geneos Wealth Management held 3,254 shares of VanEck BDC Income ETF worth $41.7K as of Q1 2026.
Geneos Wealth Management bought 132 VanEck BDC Income ETF shares in Q1 2026, an estimated $1.78K.
VanEck BDC Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1498 holding.
Geneos Wealth Management first reported a position in VanEck BDC Income ETF in Q2 2016 and has held it in 28 quarters since.
Geneos Wealth Management's VanEck BDC Income ETF position peaked at $498K in Q1 2017.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

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