Geneos Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Geneos Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Sell	267 -276	-51%	-$13.4K	﹤0.01%	1932
2026 Q1	$26.5K	Buy	543 +3	+0.6%	+$148	﹤0.01%	1668
2025 Q4	$26.5K	Sell	540 -2,149	-80%	-$106K	﹤0.01%	1627
2025 Q3	$132K	Buy	2,689 +2,303	+597%	+$112K	﹤0.01%	1033
2025 Q2	$18.8K	Buy	+386	New	+$18.6K	﹤0.01%	2056
2022 Q2	–	Sell	-346	Closed	-$17K	–	2614
2022 Q1	$17K	Buy	+346	New	+$17.8K	﹤0.01%	1872
2018 Q4	–	Sell	-130	Closed	-$6K	–	2392
2018 Q3	$6K	Buy	+130	New	+$6.49K	﹤0.01%	2002

Other funds holding CMBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

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

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Geneos Wealth Management reduced its iShares CMBS ETF (CMBS) stake by 51% in Q2 2026, selling an estimated $13.4K and leaving 267 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Geneos Wealth Management first reported a position in CMBS in Q3 2018 and has held it in 7 quarters since. The position peaked at $132K in Q3 2025. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Geneos Wealth Management held 267 shares of iShares CMBS ETF worth $13K as of Q2 2026.
Geneos Wealth Management sold 276 iShares CMBS ETF shares in Q2 2026, an estimated $13.4K.
iShares CMBS ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1932 holding.
Geneos Wealth Management first reported a position in iShares CMBS ETF in Q3 2018 and has held it in 7 quarters since.
Geneos Wealth Management's iShares CMBS ETF position peaked at $132K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

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