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Geneos Wealth Management’s Inspire Global Hope ETF BLES Stock Holding History

Geneos Wealth Management’s Portfolio BLES Stock Details BLES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$178K Buy
3,736
+268
+8% +$12.7K ﹤0.01% 1033
2026
Q1 		$154K Buy
3,468
+887
+34% +$40.2K ﹤0.01% 1041
2025
Q4 		$112K Buy
2,581
+923
+56% +$39.5K ﹤0.01% 1117
2025
Q3 		$70.4K Buy
1,658
+169
+11% +$7.04K ﹤0.01% 1247
2025
Q2 		$60.5K Hold
1,489
– – ﹤0.01% 1467
2025
Q1 		$56.2K Hold
1,489
– – ﹤0.01% 1426
2024
Q4 		$55.1K Hold
1,489
– – ﹤0.01% 1277
2024
Q3 		$58.8K Hold
1,489
– – ﹤0.01% 1141
2024
Q2 		$54.4K Buy
1,489
+74
+5% +$2.73K ﹤0.01% 1040
2024
Q1 		$53.2K Hold
1,415
– – ﹤0.01% 1038
2023
Q4 		$50.5K Sell
1,415
-26
-2% -$851 ﹤0.01% 1057
2023
Q3 		$45.9K Hold
1,441
– – ﹤0.01% 1105
2023
Q2 		$48.2K Hold
1,441
– – ﹤0.01% 1088
2023
Q1 		$47.2K Sell
1,441
-41
-3% -$1.34K ﹤0.01% 1099
2022
Q4 		$46.3K Buy
1,482
+150
+11% +$4.56K ﹤0.01% 1084
2022
Q3 		$36K Buy
1,332
+387
+41% +$12K ﹤0.01% 1130
2022
Q2 		$28K Hold
945
– – ﹤0.01% 1523
2022
Q1 		$33K Buy
945
+430
+83% +$15.3K ﹤0.01% 1549
2021
Q4 		$19K Hold
515
– – ﹤0.01% 1900
2021
Q3 		$19K Buy
515
+307
+148% +$12K ﹤0.01% 1934
2021
Q2 		$8K Hold
208
– – ﹤0.01% 2268
2021
Q1 		$7K Buy
208
+1
+0.5% +$35 ﹤0.01% 2518
2020
Q4 		$7K Buy
207
+1
+0.5% +$31 ﹤0.01% 2347
2020
Q3 		$5K Buy
206
+1
+0.5% +$28 ﹤0.01% 2156
2020
Q2 		$5K Buy
205
+2
+1% +$49 ﹤0.01% 2128
2020
Q1 		$4K Hold
203
– – ﹤0.01% 2084
2019
Q4 		$6K Buy
203
+2
+1% +$58 ﹤0.01% 2130
2019
Q3 		$5K Buy
201
+1
+0.5% +$28 ﹤0.01% 2087
2019
Q2 		$5K Hold
200
– – ﹤0.01% 2100
2019
Q1 		$5K Hold
200
– – ﹤0.01% 2025
2018
Q4 		$4K Hold
200
– – ﹤0.01% 2025
2018
Q3 		$5K Buy
+200
New +$5.69K ﹤0.01% 2044

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM

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

Geneos Wealth Management increased its Inspire Global Hope ETF (BLES) stake by 7.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 3,736 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Geneos Wealth Management first reported a position in BLES in Q3 2018 and has held it in 32 quarters since. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Geneos Wealth Management held 3,736 shares of Inspire Global Hope ETF worth $178K as of Q2 2026.
  • Geneos Wealth Management bought 268 Inspire Global Hope ETF shares in Q2 2026, an estimated $12.7K.
  • Inspire Global Hope ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1033 holding.
  • Geneos Wealth Management first reported a position in Inspire Global Hope ETF in Q3 2018 and has held it in 32 quarters since.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

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