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Geneos Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Geneos Wealth Management’s Portfolio BWX Stock Details BWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-118
Closed -$2.58K – 3126
2025
Q1 		$2.58K Buy
+118
New +$2.55K ﹤0.01% 2927
2024
Q1 		– Sell
-59
Closed -$1.37K – 2138
2023
Q4 		$1.37K Buy
+59
New +$1.29K ﹤0.01% 1976
2021
Q4 		– Sell
-183
Closed -$5K – 2777
2021
Q3 		$5K Hold
183
– – ﹤0.01% 2434
2021
Q2 		$5K Hold
183
– – ﹤0.01% 2430
2021
Q1 		$5K Hold
183
– – ﹤0.01% 2633
2020
Q4 		$5K Hold
183
– – ﹤0.01% 2451
2020
Q3 		$5K Hold
183
– – ﹤0.01% 2158
2020
Q2 		$5K Sell
183
-2,714
-94% -$76.5K ﹤0.01% 2130
2020
Q1 		$80K Sell
2,897
-577
-17% -$16.4K 0.01% 915
2019
Q4 		$99K Sell
3,474
-110,485
-97% -$3.16M 0.01% 955
2019
Q3 		$3.27M Sell
113,959
-10,869
-9% -$314K 0.2% 127
2019
Q2 		$3.61M Buy
124,828
+18,510
+17% +$518K 0.22% 116
2019
Q1 		$2.96M Buy
106,318
+4,733
+5% +$131K 0.2% 139
2018
Q4 		$2.79M Sell
101,585
-39,700
-28% -$1.08M 0.21% 131
2018
Q3 		$3.87M Buy
141,285
+16,057
+13% +$444K 0.26% 112
2018
Q2 		$3.52M Buy
125,228
+124,608
+20,098% +$3.54M 0.27% 100
2018
Q1 		$18K Hold
620
– – ﹤0.01% 1426
2017
Q4 		$17K Sell
620
-350
-36% -$9.84K ﹤0.01% 1442
2017
Q3 		$27K Sell
970
-488
-33% -$13.8K ﹤0.01% 1201
2017
Q2 		$40K Buy
1,458
+488
+50% +$13.3K ﹤0.01% 1013
2017
Q1 		$25K Sell
970
-340
-26% -$8.92K ﹤0.01% 1154
2016
Q4 		$34K Buy
1,310
+410
+46% +$11K ﹤0.01% 970
2016
Q3 		$25K Sell
900
-182
-17% -$5.23K ﹤0.01% 1042
2016
Q2 		$31K Sell
1,082
-48,996
-98% -$1.37M ﹤0.01% 965
2016
Q1 		$1.4M Buy
+50,078
New +$1.33M 0.21% 115

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Geneos Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2025, closing a stake of 118 shares — an estimated $2.58K sold.

Geneos Wealth Management first reported a position in BWX in Q1 2016 and held it in 25 quarters. The position peaked at $3.87M in Q3 2018. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2025.

  • Geneos Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 118 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2025, an estimated $2.58K.
  • Geneos Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and held it in 25 quarters.
  • Geneos Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.87M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2025.

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