GWM
ESUM

Geneos Wealth Management’s Eventide US Market ETF ESUM Stock Holding History

Geneos Wealth Management’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.92M Buy
160,507
+42,328
+36% +$1.22M 0.1% 226
2026
Q1 		$3.09M Sell
118,179
-4,753
-4% -$129K 0.07% 286
2025
Q4 		$3.31M Buy
122,932
+23,349
+23% +$634K 0.08% 268
2025
Q3 		$2.71M Buy
99,583
+3,261
+3% +$86.8K 0.07% 301
2025
Q2 		$2.5M Buy
+96,322
New +$2.33M 0.06% 327

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management increased its Eventide US Market ETF (ESUM) stake by 36% in Q2 2026, buying an estimated $1.22M and bringing the position to 160,507 shares worth $4.92M. The position accounts for 0.1% of the portfolio, ranked #226.

Geneos Wealth Management first reported a position in ESUM in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Geneos Wealth Management held 160,507 shares of Eventide US Market ETF worth $4.92M as of Q2 2026.
  • Geneos Wealth Management bought 42,328 Eventide US Market ETF shares in Q2 2026, an estimated $1.22M.
  • Eventide US Market ETF made up 0.1% of Geneos Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Geneos Wealth Management first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

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