GWM
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Geneos Wealth Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Geneos Wealth Management’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$175K Buy
2,443
+155
+7% +$11K ﹤0.01% 1004
2025
Q4 		$151K Sell
2,288
-260
-10% -$17.2K ﹤0.01% 1020
2025
Q3 		$170K Sell
2,548
-134
-5% -$8.78K ﹤0.01% 955
2025
Q2 		$171K Sell
2,682
-1,844
-41% -$115K ﹤0.01% 1053
2025
Q1 		$297K Buy
4,526
+2,173
+92% +$140K ﹤0.01% 1080
2024
Q4 		$147K Buy
+2,353
New +$153K 0.01% 941

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $138M AUM 14.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geneos Wealth Management's CDC Position: Q1 2026 in Review

Geneos Wealth Management increased its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 6.8% in Q1 2026, buying an estimated $11K and bringing the position to 2,443 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Geneos Wealth Management first reported a position in CDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q1 2025. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Geneos Wealth Management held 2,443 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $175K as of Q1 2026.
  • Geneos Wealth Management bought 155 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $11K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1004 holding.
  • Geneos Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $297K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.