Geneos Wealth Management’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-360	Closed	-$25K	–	2498
2026 Q1	$25K	Buy	+360	New	+$24.4K	﹤0.01%	1691

Other funds holding EQRR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Geneos Wealth Management sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q2 2026, closing a stake of 360 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in EQRR in Q1 2026 and held it in 1 quarter. The position peaked at $25K in Q1 2026. 28 funds tracked by Wall St. Rank hold EQRR as of Q2 2026.

Geneos Wealth Management reported no remaining ProShares Equities for Rising Rates ETF position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 360 ProShares Equities for Rising Rates ETF shares in Q2 2026, an estimated $25K.
Geneos Wealth Management first reported a position in ProShares Equities for Rising Rates ETF in Q1 2026 and held it in 1 quarter.
Geneos Wealth Management's ProShares Equities for Rising Rates ETF position peaked at $25K in Q1 2026.
28 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q2 2026.

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