Geneos Wealth Management’s Brandes US Value ETF BUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-293	Closed	-$9.61K	–	3121
2025 Q1	$9.61K	Buy	+293	New	+$9.62K	﹤0.01%	2264

Other funds holding BUSA

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's BUSA Position: Q2 2025 in Review

Geneos Wealth Management sold out of Brandes US Value ETF (BUSA) in Q2 2025, closing a stake of 293 shares — an estimated $9.61K sold.

Geneos Wealth Management first reported a position in BUSA in Q1 2025 and held it in 1 quarter. The position peaked at $9.61K in Q1 2025. 11 funds tracked by Wall St. Rank hold BUSA as of Q2 2025.

Geneos Wealth Management reported no remaining Brandes US Value ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 293 Brandes US Value ETF shares in Q2 2025, an estimated $9.61K.
Geneos Wealth Management first reported a position in Brandes US Value ETF in Q1 2025 and held it in 1 quarter.
Geneos Wealth Management's Brandes US Value ETF position peaked at $9.61K in Q1 2025.
11 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.