GWM
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Geneos Wealth Management’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Geneos Wealth Management’s Portfolio CLSM Stock Details CLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-90
Closed -$1.88K – 3127
2025
Q1 		$1.88K Buy
+90
New +$1.86K ﹤0.01% 2787

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Geneos Wealth Management sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q2 2025, closing a stake of 90 shares — an estimated $1.88K sold.

Geneos Wealth Management first reported a position in CLSM in Q1 2025 and held it in 1 quarter. The position peaked at $1.88K in Q1 2025. 15 funds tracked by Wall St. Rank hold CLSM as of Q2 2025.

  • Geneos Wealth Management reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 90 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q2 2025, an estimated $1.88K.
  • Geneos Wealth Management first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $1.88K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q2 2025.

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