Geneos Wealth Management
CMBT icon

Geneos Wealth Management’s CMB.TECH NV CMBT Stock Holding History

Geneos Wealth Management’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-190
Closed -$2.66K – 3243
2026
Q2 		$2.66K Hold
190
– – ﹤0.01% 2291
2026
Q1 		$2.4K Hold
190
– – ﹤0.01% 2286
2025
Q4 		$1.83K Hold
190
– – ﹤0.01% 2329
2025
Q3 		$1.78K Buy
+190
New +$1.74K ﹤0.01% 2337

Other funds holding CMBT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Geneos Wealth Management's CMBT Position: Q3 2026 in Review

Geneos Wealth Management sold out of CMB.TECH NV (CMBT) in Q3 2026, closing a stake of 190 shares — an estimated $2.66K sold.

Geneos Wealth Management first reported a position in CMBT in Q3 2025 and held it in 4 quarters. The position peaked at $2.66K in Q2 2026. 72 funds tracked by Wall St. Rank hold CMBT as of Q3 2026.

  • Geneos Wealth Management reported no remaining CMB.TECH NV position as of Q3 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 190 CMB.TECH NV shares in Q3 2026, an estimated $2.66K.
  • Geneos Wealth Management first reported a position in CMB.TECH NV in Q3 2025 and held it in 4 quarters.
  • Geneos Wealth Management's CMB.TECH NV position peaked at $2.66K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held CMB.TECH NV as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.