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Geneos Wealth Management’s Betterware México BWMX Stock Holding History

Geneos Wealth Management’s Portfolio BWMX Stock Details BWMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$4.55K – 3125
2025
Q1 		$4.55K Buy
400
+200
+100% +$2.27K ﹤0.01% 2776
2024
Q4 		$2.24K Hold
200
– – ﹤0.01% 2563
2024
Q3 		$2.54K Hold
200
– – ﹤0.01% 2242
2024
Q2 		$2.92K Hold
200
– – ﹤0.01% 1815
2024
Q1 		$4K Sell
200
-100
-33% -$1.54K ﹤0.01% 1756
2023
Q4 		$4.18K Hold
300
– – ﹤0.01% 1771
2023
Q3 		$4.89K Buy
+300
New +$4.51K ﹤0.01% 1752

Other funds holding BWMX

MIA
MMBG Investment Advisors Miami, Florida $1.09B AUM 30.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Commons Capital Needham, Massachusetts $120M AUM 31.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of Betterware México (BWMX) in Q2 2025, closing a stake of 400 shares — an estimated $4.55K sold.

Geneos Wealth Management first reported a position in BWMX in Q3 2023 and held it in 7 quarters. The position peaked at $4.89K in Q3 2023. 28 funds tracked by Wall St. Rank hold BWMX as of Q2 2025.

  • Geneos Wealth Management reported no remaining Betterware México position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 400 Betterware México shares in Q2 2025, an estimated $4.55K.
  • Geneos Wealth Management first reported a position in Betterware México in Q3 2023 and held it in 7 quarters.
  • Geneos Wealth Management's Betterware México position peaked at $4.89K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Betterware México as of Q2 2025.

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