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Geneos Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Geneos Wealth Management’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.7K Hold
880
– – ﹤0.01% 1589
2026
Q1 		$32.3K Hold
880
– – ﹤0.01% 1596
2025
Q4 		$33.5K Buy
+880
New +$33.3K ﹤0.01% 1546
2025
Q3 		– Sell
-7,278
Closed -$259K – 2679
2025
Q2 		$259K Buy
7,278
+361
+5% +$12.1K 0.01% 906
2025
Q1 		$229K Buy
6,917
+6,381
+1,190% +$219K 0.01% 860
2024
Q4 		$18.1K Sell
536
-388
-42% -$13.4K ﹤0.01% 1772
2024
Q3 		$31.5K Buy
+924
New +$30.3K ﹤0.01% 1371

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Geneos Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 880 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Geneos Wealth Management first reported a position in DUHP in Q3 2024 and has held it in 7 quarters since. The position peaked at $259K in Q2 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Geneos Wealth Management held 880 shares of Dimensional US High Profitability ETF worth $36.7K as of Q2 2026.
  • Geneos Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1589 holding.
  • Geneos Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Dimensional US High Profitability ETF position peaked at $259K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

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