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Geneos Wealth Management’s Burney US Factor Rotation ETF BRNY Stock Holding History

Geneos Wealth Management’s Portfolio BRNY Stock Details BRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.3K Buy
+709
New +$39.1K ﹤0.01% 1526

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2026: 709 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings.

12 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Geneos Wealth Management held 709 shares of Burney US Factor Rotation ETF worth $41.3K as of Q2 2026.
  • Burney US Factor Rotation ETF was a new Geneos Wealth Management position in Q2 2026.
  • Burney US Factor Rotation ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1526 holding.
  • 12 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

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