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Geneos Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Geneos Wealth Management’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8K Sell
72
-39
-35% -$1.01K ﹤0.01% 2334
2025
Q4 		$2.87K Buy
111
+41
+59% +$1.05K ﹤0.01% 2261
2025
Q3 		$1.79K Sell
70
-80,201
-100% -$2.03M ﹤0.01% 2336
2025
Q2 		$2.03M Sell
80,271
-3,237
-4% -$79.1K 0.05% 365
2025
Q1 		$4.33M Buy
83,508
+62,723
+302% +$1.49M 0.06% 325
2024
Q4 		$480K Sell
20,785
-2,309
-10% -$55.4K 0.02% 605
2024
Q3 		$587K Buy
+23,094
New +$568K 0.02% 518
2024
Q1 		– Sell
-131
Closed -$3.32K – 2154
2023
Q4 		$3.32K Buy
131
+22
+20% +$537 ﹤0.01% 1818
2023
Q3 		$2.6K Buy
+109
New +$2.73K ﹤0.01% 1892
2023
Q1 		– Sell
-80
Closed -$1.94K – 2056
2022
Q4 		$1.94K Buy
+80
New +$1.88K ﹤0.01% 1887
2022
Q3 		– Sell
-22
Closed – – 2178
2022
Q2 		$0 Hold
22
– – ﹤0.01% 2643
2022
Q1 		$0 Buy
+22
New +$613 ﹤0.01% 2809
2021
Q1 		– Sell
-184
Closed -$5K – 3136
2020
Q4 		$5K Sell
184
-191
-51% -$6.11K ﹤0.01% 2465
2020
Q3 		$11K Buy
375
+83
+28% +$2.6K ﹤0.01% 1909
2020
Q2 		$8K Sell
292
-840
-74% -$25K ﹤0.01% 1974
2020
Q1 		$32K Sell
1,132
-64,457
-98% -$2.07M ﹤0.01% 1307
2019
Q4 		$2.23M Buy
65,589
+63,643
+3,270% +$2.13M 0.12% 187
2019
Q3 		$64K Buy
1,946
+57
+3% +$1.93K ﹤0.01% 1066
2019
Q2 		$65K Buy
1,889
+9
+0.5% +$301 ﹤0.01% 1074
2019
Q1 		$62K Buy
1,880
+1,139
+154% +$38.7K ﹤0.01% 1035
2018
Q4 		$24K Buy
+741
New +$24.2K ﹤0.01% 1416

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Geneos Wealth Management's EMLC Position: Q1 2026 in Review

Geneos Wealth Management reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 35% in Q1 2026, selling an estimated $1.01K and leaving 72 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Geneos Wealth Management first reported a position in EMLC in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.33M in Q1 2025. 343 funds tracked by Wall St. Rank hold EMLC as of Q1 2026.

  • Geneos Wealth Management held 72 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $1.8K as of Q1 2026.
  • Geneos Wealth Management sold 39 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $1.01K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2334 holding.
  • Geneos Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Geneos Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $4.33M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.