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Geneos Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Geneos Wealth Management’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.21M Buy
112,566
+13,835
+14% +$924K 0.17% 135
2026
Q1 		$5.4M Buy
98,731
+3,358
+4% +$192K 0.13% 195
2025
Q4 		$4.89M Buy
95,373
+3,173
+3% +$152K 0.12% 206
2025
Q3 		$4.09M Buy
92,200
+2,219
+2% +$93.1K 0.1% 235
2025
Q2 		$3.64M Buy
89,981
+53,148
+144% +$1.98M 0.09% 276
2025
Q1 		$1.29M Buy
36,833
+17,552
+91% +$612K 0.02% 598
2024
Q4 		$630K Buy
19,281
+3,266
+20% +$113K 0.02% 530
2024
Q3 		$573K Sell
16,015
-484
-3% -$17K 0.02% 528
2024
Q2 		$583K Buy
16,499
+1,253
+8% +$43.1K 0.03% 457
2024
Q1 		$514K Buy
+15,246
New +$488K 0.02% 485

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 14% in Q2 2026, buying an estimated $924K and bringing the position to 112,566 shares worth $8.21M. The position accounts for 0.17% of the portfolio, ranked #135.

Geneos Wealth Management first reported a position in FRDM in Q1 2024 and has held it in 10 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Geneos Wealth Management held 112,566 shares of Freedom 100 Emerging Markets ETF worth $8.21M as of Q2 2026.
  • Geneos Wealth Management bought 13,835 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $924K.
  • Freedom 100 Emerging Markets ETF made up 0.17% of Geneos Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Geneos Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

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