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 Q2	–	Sell	-2,443	Closed	-$175K	–	2486
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	Buy	2,682 +489	+22%	+$30.5K	﹤0.01%	1053
2025 Q1	$144K	Sell	2,193 -160	-7%	-$10.3K	﹤0.01%	1039
2024 Q4	$147K	Buy	+2,353	New	+$153K	0.01%	941

Other funds holding CDC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Geneos Wealth Management sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q2 2026, closing a stake of 2,443 shares — an estimated $175K sold.

Geneos Wealth Management first reported a position in CDC in Q4 2024 and held it in 6 quarters. The position peaked at $175K in Q1 2026. 101 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

Geneos Wealth Management reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 2,443 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $175K.
Geneos Wealth Management first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2024 and held it in 6 quarters.
Geneos Wealth Management's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $175K in Q1 2026.
101 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

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