GWM
DGCB icon

Geneos Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History

Geneos Wealth Management’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466K Buy
8,532
+1,308
+18% +$71.4K 0.01% 753
2026
Q1 		$391K Buy
7,224
+1,301
+22% +$71K 0.01% 767
2025
Q4 		$321K Buy
5,923
+529
+10% +$29.1K 0.01% 786
2025
Q3 		$299K Hold
5,394
– – 0.01% 786
2025
Q2 		$293K Sell
5,394
-110
-2% -$5.84K 0.01% 869
2025
Q1 		$293K Buy
5,504
+898
+19% +$47.5K 0.01% 778
2024
Q4 		$242K Buy
+4,606
New +$247K 0.01% 782

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Geneos Wealth Management increased its Dimensional Global Credit ETF (DGCB) stake by 18% in Q2 2026, buying an estimated $71.4K and bringing the position to 8,532 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #753.

Geneos Wealth Management first reported a position in DGCB in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Geneos Wealth Management held 8,532 shares of Dimensional Global Credit ETF worth $466K as of Q2 2026.
  • Geneos Wealth Management bought 1,308 Dimensional Global Credit ETF shares in Q2 2026, an estimated $71.4K.
  • Dimensional Global Credit ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #753 holding.
  • Geneos Wealth Management first reported a position in Dimensional Global Credit ETF in Q4 2024 and has held it in 7 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

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