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 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 $666B AUM 30.12% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares CMBS ETF (CMBS) stake by 0.56% in Q1 2026, buying an estimated $148 and bringing the position to 543 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Geneos Wealth Management first reported a position in CMBS in Q3 2018 and has held it in 6 quarters since. The position peaked at $132K in Q3 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

Geneos Wealth Management held 543 shares of iShares CMBS ETF worth $26.5K as of Q1 2026.
Geneos Wealth Management bought 3 iShares CMBS ETF shares in Q1 2026, an estimated $148.
iShares CMBS ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1668 holding.
Geneos Wealth Management first reported a position in iShares CMBS ETF in Q3 2018 and has held it in 6 quarters since.
Geneos Wealth Management's iShares CMBS ETF position peaked at $132K in Q3 2025.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

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