Geneos Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Geneos Wealth Management’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207K	Buy	2,983 +1,656	+125%	+$114K	﹤0.01%	1083
2026 Q2	$90.2K	Hold	1,327	–	–	﹤0.01%	1246
2026 Q1	$77.2K	Hold	1,327	–	–	﹤0.01%	1260
2025 Q4	$80.7K	Sell	1,327 -9	-0.7%	-$541	﹤0.01%	1221
2025 Q3	$79.1K	Buy	1,336 +31	+2%	+$1.76K	﹤0.01%	1203
2025 Q2	$71.1K	Buy	1,305 +440	+51%	+$22.1K	﹤0.01%	1400
2025 Q1	$42.2K	Sell	865 -363	-30%	-$18.7K	﹤0.01%	1574
2024 Q4	$62.9K	Buy	1,228 +865	+238%	+$44.5K	﹤0.01%	1230
2024 Q3	$18K	Buy	+363	New	+$17.3K	﹤0.01%	1598

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Geneos Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 125% in Q3 2026, buying an estimated $114K and bringing the position to 2,983 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Geneos Wealth Management first reported a position in DYNF in Q3 2024 and has held it in 9 quarters since. 737 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Geneos Wealth Management held 2,983 shares of BlackRock US Equity Factor Rotation ETF worth $207K as of Q3 2026.
Geneos Wealth Management bought 1,656 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $114K.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1083 holding.
Geneos Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 9 quarters since.
737 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

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