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Geneos Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Geneos Wealth Management’s Portfolio CRBN Stock Details CRBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$474K Hold
2,128
– – 0.01% 713
2025
Q4 		$490K Hold
2,128
– – 0.01% 670
2025
Q3 		$483K Sell
2,128
-117
-5% -$25.5K 0.01% 659
2025
Q2 		$475K Buy
2,245
+1,887
+527% +$372K 0.01% 725
2025
Q1 		$68.3K Buy
358
+179
+100% +$35.3K ﹤0.01% 1755
2024
Q4 		$34.6K Sell
179
-12
-6% -$2.37K ﹤0.01% 1471
2024
Q3 		$37.6K Hold
191
– – ﹤0.01% 1302
2024
Q2 		$35.1K Buy
191
+1
+0.5% +$179 ﹤0.01% 1188
2024
Q1 		$34.1K Hold
190
– – ﹤0.01% 1197
2023
Q4 		$31.4K Buy
190
+29
+18% +$4.51K ﹤0.01% 1219
2023
Q3 		$24.2K Hold
161
– – ﹤0.01% 1309
2023
Q2 		$25.2K Buy
161
+1
+0.6% +$151 ﹤0.01% 1298
2023
Q1 		$23.6K Hold
160
– – ﹤0.01% 1290
2022
Q4 		$22K Buy
160
+2
+1% +$274 ﹤0.01% 1308
2022
Q3 		$20K Hold
158
– – ﹤0.01% 1318
2022
Q2 		$21K Buy
158
+1
+0.6% +$149 ﹤0.01% 1658
2022
Q1 		$25K Sell
157
-581
-79% -$94.9K ﹤0.01% 1690
2021
Q4 		$128K Buy
738
+1
+0.1% +$172 ﹤0.01% 1070
2021
Q3 		$121K Hold
737
– – ﹤0.01% 1088
2021
Q2 		$123K Buy
737
+1
+0.1% +$164 ﹤0.01% 1074
2021
Q1 		$119K Buy
736
+15
+2% +$2.31K ﹤0.01% 1216
2020
Q4 		$112K Buy
+721
New +$101K ﹤0.01% 1092

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 2,128 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #713.

Geneos Wealth Management first reported a position in CRBN in Q4 2020 and has held it in 22 quarters since. The position peaked at $490K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Geneos Wealth Management held 2,128 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $474K as of Q1 2026.
  • Geneos Wealth Management left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #713 holding.
  • Geneos Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
  • Geneos Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $490K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

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