Geneos Wealth Management’s Efficient Market Portfolio Plus ETF EMPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
6,399
+4,399
+220% +$139K ﹤0.01% 965
2026
Q1
$58.4K Buy
+2,000
New +$58.3K ﹤0.01% 1361

Other funds holding EMPB

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

Geneos Wealth Management increased its Efficient Market Portfolio Plus ETF (EMPB) stake by 220% in Q2 2026, buying an estimated $139K and bringing the position to 6,399 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Geneos Wealth Management first reported a position in EMPB in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold EMPB as of Q2 2026.

  • Geneos Wealth Management held 6,399 shares of Efficient Market Portfolio Plus ETF worth $212K as of Q2 2026.
  • Geneos Wealth Management bought 4,399 Efficient Market Portfolio Plus ETF shares in Q2 2026, an estimated $139K.
  • Efficient Market Portfolio Plus ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #965 holding.
  • Geneos Wealth Management first reported a position in Efficient Market Portfolio Plus ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Efficient Market Portfolio Plus ETF as of Q2 2026.

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