Geneos Wealth Management’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.28K	Buy	365 +36	+11%	+$363	﹤0.01%	2261
2026 Q1	$3.32K	Buy	329 +28	+9%	+$329	﹤0.01%	2236
2025 Q4	$3.79K	Buy	301 +34	+13%	+$463	﹤0.01%	2213
2025 Q3	$4.2K	Buy	267 +24	+10%	+$396	﹤0.01%	2178
2025 Q2	$4.13K	Buy	243 +25	+11%	+$394	﹤0.01%	2627
2025 Q1	$3.53K	Buy	+218	New	+$4.14K	﹤0.01%	2622

Other funds holding FBY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Geneos Wealth Management increased its YieldMax META Option Income Strategy ETF (FBY) stake by 11% in Q2 2026, buying an estimated $363 and bringing the position to 365 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Geneos Wealth Management first reported a position in FBY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.2K in Q3 2025. 25 funds tracked by Wall St. Rank hold FBY as of Q2 2026.

Geneos Wealth Management held 365 shares of YieldMax META Option Income Strategy ETF worth $3.28K as of Q2 2026.
Geneos Wealth Management bought 36 YieldMax META Option Income Strategy ETF shares in Q2 2026, an estimated $363.
YieldMax META Option Income Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2261 holding.
Geneos Wealth Management first reported a position in YieldMax META Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's YieldMax META Option Income Strategy ETF position peaked at $4.2K in Q3 2025.
25 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q2 2026.

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