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Geneos Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Geneos Wealth Management’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.6K Buy
1,980
+597
+43% +$18.4K ﹤0.01% 1324
2026
Q1 		$34.7K Buy
+1,383
New +$38K ﹤0.01% 1569
2025
Q3 		– Sell
-185
Closed -$6.86K – 2583
2025
Q2 		$6.86K Hold
185
– – ﹤0.01% 2465
2025
Q1 		$5.98K Buy
+185
New +$6.24K ﹤0.01% 2456
2024
Q2 		– Sell
-2,429
Closed -$72.3K – 2072
2024
Q1 		$72.3K Buy
2,429
+362
+18% +$10.9K ﹤0.01% 949
2023
Q4 		$60.6K Buy
+2,067
New +$53.3K ﹤0.01% 1004

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Geneos Wealth Management increased its Global X Cybersecurity ETF (BUG) stake by 43% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,980 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Geneos Wealth Management first reported a position in BUG in Q4 2023 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Geneos Wealth Management held 1,980 shares of Global X Cybersecurity ETF worth $75.6K as of Q2 2026.
  • Geneos Wealth Management bought 597 Global X Cybersecurity ETF shares in Q2 2026, an estimated $18.4K.
  • Global X Cybersecurity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1324 holding.
  • Geneos Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2023 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

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