Geneos Wealth Management
EMPB icon

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

Geneos Wealth Management’s Portfolio EMPB Stock Details EMPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$328K Buy
9,399
+3,000
+47% +$102K 0.01% 908
2026
Q2 		$212K Buy
6,399
+4,399
+220% +$139K ﹤0.01% 965
2026
Q1 		$58.4K Buy
+2,000
New +$58.2K ﹤0.01% 1361

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Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

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

Geneos Wealth Management increased its Efficient Market Portfolio Plus ETF (EMPB) stake by 47% in Q3 2026, buying an estimated $102K and bringing the position to 9,399 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #908.

Geneos Wealth Management first reported a position in EMPB in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold EMPB as of Q3 2026.

  • Geneos Wealth Management held 9,399 shares of Efficient Market Portfolio Plus ETF worth $328K as of Q3 2026.
  • Geneos Wealth Management bought 3,000 Efficient Market Portfolio Plus ETF shares in Q3 2026, an estimated $102K.
  • Efficient Market Portfolio Plus ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #908 holding.
  • Geneos Wealth Management first reported a position in Efficient Market Portfolio Plus ETF in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Efficient Market Portfolio Plus ETF as of Q3 2026.

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