Geneos Wealth Management
COM icon

Geneos Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Geneos Wealth Management’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$143K Hold
4,097
– – ﹤0.01% 1224
2026
Q2 		$134K Sell
4,097
-1,200
-23% -$40.5K ﹤0.01% 1119
2026
Q1 		$178K Hold
5,297
– – ﹤0.01% 994
2025
Q4 		$157K Sell
5,297
-2,235
-30% -$65.6K ﹤0.01% 1004
2025
Q3 		$216K Sell
7,532
-16,430
-69% -$462K 0.01% 874
2025
Q2 		$663K Sell
23,962
-57
-0.2% -$1.62K 0.02% 630
2025
Q1 		$705K Sell
24,019
-290
-1% -$8.39K 0.02% 526
2024
Q4 		$688K Sell
24,309
-995
-4% -$28.6K 0.02% 500
2024
Q3 		$727K Sell
25,304
-435
-2% -$12.5K 0.03% 473
2024
Q2 		$744K Sell
25,739
-260
-1% -$7.63K 0.03% 410
2024
Q1 		$736K Sell
25,999
-30
-0.1% -$838 0.03% 410
2023
Q4 		$724K Sell
26,029
-1,928
-7% -$55.4K 0.04% 389
2023
Q3 		$830K Buy
27,957
+299
+1% +$8.9K 0.04% 348
2023
Q2 		$814K Sell
27,658
-7,125
-20% -$220K 0.04% 353
2023
Q1 		$1.07M Buy
34,783
+524
+2% +$15.6K 0.06% 277
2022
Q4 		$1.01M Buy
34,259
+773
+2% +$23.1K 0.06% 272
2022
Q3 		$998K Buy
33,486
+421
+1% +$12.7K 0.07% 252
2022
Q2 		$1.02M Buy
33,065
+7,588
+30% +$254K 0.05% 319
2022
Q1 		$845K Buy
25,477
+6,397
+34% +$202K 0.04% 407
2021
Q4 		$556K Buy
19,080
+4,350
+30% +$139K 0.02% 545
2021
Q3 		$469K Buy
14,730
+2,890
+24% +$88.6K 0.02% 587
2021
Q2 		$360K Buy
11,840
+6,870
+138% +$203K 0.01% 641
2021
Q1 		$146K Buy
+4,970
New +$135K ﹤0.01% 1114

Other funds holding COM

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Geneos Wealth Management held its Direxion Auspice Broad Commodity Strategy ETF (COM) position steady in Q3 2026 at 4,097 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Geneos Wealth Management first reported a position in COM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.07M in Q1 2023. 60 funds tracked by Wall St. Rank hold COM as of Q3 2026.

  • Geneos Wealth Management held 4,097 shares of Direxion Auspice Broad Commodity Strategy ETF worth $143K as of Q3 2026.
  • Geneos Wealth Management left its Direxion Auspice Broad Commodity Strategy ETF share count unchanged in Q3 2026.
  • Direxion Auspice Broad Commodity Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1224 holding.
  • Geneos Wealth Management first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q1 2021 and has held it in 23 quarters since.
  • Geneos Wealth Management's Direxion Auspice Broad Commodity Strategy ETF position peaked at $1.07M in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q3 2026.

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