Geneos Wealth Management
EUAD icon

Geneos Wealth Management’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Geneos Wealth Management’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.62K Hold
182
– – ﹤0.01% 2497
2026
Q2 		$7.68K Hold
182
– – ﹤0.01% 2082
2026
Q1 		$7.42K Buy
+182
New +$8.21K ﹤0.01% 2072

Other funds holding EUAD

J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Adams Wealth Management
Adams Wealth Management Logan, Utah $527M AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

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

Geneos Wealth Management held its Select STOXX Europe Aerospace & Defense ETF (EUAD) position steady in Q3 2026 at 182 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Geneos Wealth Management first reported a position in EUAD in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.68K in Q2 2026. 101 funds tracked by Wall St. Rank hold EUAD as of Q3 2026.

  • Geneos Wealth Management held 182 shares of Select STOXX Europe Aerospace & Defense ETF worth $7.62K as of Q3 2026.
  • Geneos Wealth Management left its Select STOXX Europe Aerospace & Defense ETF share count unchanged in Q3 2026.
  • Select STOXX Europe Aerospace & Defense ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2497 holding.
  • Geneos Wealth Management first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
  • Geneos Wealth Management's Select STOXX Europe Aerospace & Defense ETF position peaked at $7.68K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q3 2026.

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