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Geneos Wealth Management’s BNY Mellon Ultra Short Income ETF BKUI Stock Holding History

Geneos Wealth Management’s Portfolio BKUI Stock Details BKUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19K Hold
382
– – ﹤0.01% 1785
2025
Q4 		$19K Hold
382
– – ﹤0.01% 1738
2025
Q3 		$19.1K Hold
382
– – ﹤0.01% 1737
2025
Q2 		$19.1K Buy
+382
New +$19K ﹤0.01% 2050

Other funds holding BKUI

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.72% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
EFG
Elevated Financial Group Indianapolis, Indiana $365M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

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

Geneos Wealth Management held its BNY Mellon Ultra Short Income ETF (BKUI) position steady in Q1 2026 at 382 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Geneos Wealth Management first reported a position in BKUI in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.1K in Q3 2025. 31 funds tracked by Wall St. Rank hold BKUI as of Q1 2026.

  • Geneos Wealth Management held 382 shares of BNY Mellon Ultra Short Income ETF worth $19K as of Q1 2026.
  • Geneos Wealth Management left its BNY Mellon Ultra Short Income ETF share count unchanged in Q1 2026.
  • BNY Mellon Ultra Short Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1785 holding.
  • Geneos Wealth Management first reported a position in BNY Mellon Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's BNY Mellon Ultra Short Income ETF position peaked at $19.1K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held BNY Mellon Ultra Short Income ETF as of Q1 2026.

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