Geneos Wealth Management’s EchoStar ECHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.5K	Buy	764 +714	+1,428%	+$87.3K	﹤0.01%	1315
2026 Q1	$5.85K	Buy	+50	New	+$5.74K	﹤0.01%	2129
2025 Q3	–	Sell	-138	Closed	-$3.82K	–	3052
2025 Q2	$3.82K	Buy	+138	New	+$3.03K	﹤0.01%	2644
2022 Q3	–	Sell	-530	Closed	-$10K	–	2488
2022 Q2	$10K	Hold	530	–	–	﹤0.01%	1956
2022 Q1	$12K	Hold	530	–	–	﹤0.01%	2019
2021 Q4	$13K	Hold	530	–	–	﹤0.01%	2076
2021 Q3	$13K	Hold	530	–	–	﹤0.01%	2117
2021 Q2	$12K	Hold	530	–	–	﹤0.01%	2139
2021 Q1	$12K	Sell	530 -10	-2%	-$239	﹤0.01%	2305
2020 Q4	$13K	Buy	+540	New	+$12.9K	﹤0.01%	2121
2018 Q2	–	Sell	-25	Closed	-$1K	–	2317
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	2128
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	2127
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	2075
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	2023
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	2014
2016 Q4	$1K	Buy	+25	New	+$993	﹤0.01%	1989

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Geneos Wealth Management increased its EchoStar (ECHO) stake by 1,428% in Q2 2026, buying an estimated $87.3K and bringing the position to 764 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Geneos Wealth Management first reported a position in ECHO in Q4 2016 and has held it in 16 quarters since. 317 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Geneos Wealth Management held 764 shares of EchoStar worth $77.5K as of Q2 2026.
Geneos Wealth Management bought 714 EchoStar shares in Q2 2026, an estimated $87.3K.
EchoStar made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1315 holding.
Geneos Wealth Management first reported a position in EchoStar in Q4 2016 and has held it in 16 quarters since.
317 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

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