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Geneos Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Geneos Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
6,862
+2,692
+65% +$107K 0.01% 889
2026
Q1 		$153K Hold
4,170
– – ﹤0.01% 1046
2025
Q4 		$150K Buy
4,170
+222
+6% +$7.86K ﹤0.01% 1024
2025
Q3 		$138K Hold
3,948
– – ﹤0.01% 1019
2025
Q2 		$129K Buy
3,948
+2,495
+172% +$76.7K ﹤0.01% 1151
2025
Q1 		$43K Sell
1,453
-633
-30% -$18.6K ﹤0.01% 1570
2024
Q4 		$58.3K Hold
2,086
– – ﹤0.01% 1256
2024
Q3 		$63.5K Sell
2,086
-409
-16% -$11.9K ﹤0.01% 1107
2024
Q2 		$70.6K Hold
2,495
– – ﹤0.01% 964
2024
Q1 		$70.9K Sell
2,495
-253
-9% -$6.9K ﹤0.01% 955
2023
Q4 		$74.3K Buy
2,748
+800
+41% +$20.4K ﹤0.01% 937
2023
Q3 		$48.5K Sell
1,948
-1,176
-38% -$30.4K ﹤0.01% 1087
2023
Q2 		$81.6K Sell
3,124
-939
-23% -$24.4K ﹤0.01% 934
2023
Q1 		$105K Buy
4,063
+515
+15% +$13.1K 0.01% 832
2022
Q4 		$85.4K Buy
3,548
+60
+2% +$1.4K 0.01% 874
2022
Q3 		$73K Buy
3,488
+1,058
+44% +$24.9K 0.01% 896
2022
Q2 		$57K Buy
2,430
+2,006
+473% +$51.2K ﹤0.01% 1228
2022
Q1 		$11K Buy
+424
New +$11.9K ﹤0.01% 2037

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 65% in Q2 2026, buying an estimated $107K and bringing the position to 6,862 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #889.

Geneos Wealth Management first reported a position in CWI in Q1 2022 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Geneos Wealth Management held 6,862 shares of State Street SPDR MSCI ACWI ex-US ETF worth $279K as of Q2 2026.
  • Geneos Wealth Management bought 2,692 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $107K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #889 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2022 and has held it in 18 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

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