Geneos Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.3K	Hold	146	–	–	﹤0.01%	2237
2025 Q4	$3.39K	Hold	146	–	–	﹤0.01%	2232
2025 Q3	$3.44K	Sell	146 -183	-56%	-$4.25K	﹤0.01%	2224
2025 Q2	$7.52K	Sell	329 -1,079	-77%	-$23.4K	﹤0.01%	2430
2025 Q1	$28.6K	Buy	1,408 +1,259	+845%	+$25.4K	﹤0.01%	2169
2024 Q4	$2.95K	Hold	149	–	–	﹤0.01%	2489
2024 Q3	$3.48K	Hold	149	–	–	﹤0.01%	2171
2024 Q2	$3.01K	Hold	149	–	–	﹤0.01%	1808
2024 Q1	$3.23K	Buy	149 +117	+366%	+$2.45K	﹤0.01%	1797
2023 Q4	$700	Buy	+32	New	+$640	﹤0.01%	2058

Other funds holding HAUZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Geneos Wealth Management's HAUZ Position: Q1 2026 in Review

Geneos Wealth Management held its Xtrackers International Real Estate ETF (HAUZ) position steady in Q1 2026 at 146 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Geneos Wealth Management first reported a position in HAUZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.6K in Q1 2025. 104 funds tracked by Wall St. Rank hold HAUZ as of Q1 2026.

Geneos Wealth Management held 146 shares of Xtrackers International Real Estate ETF worth $3.3K as of Q1 2026.
Geneos Wealth Management left its Xtrackers International Real Estate ETF share count unchanged in Q1 2026.
Xtrackers International Real Estate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2237 holding.
Geneos Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Geneos Wealth Management's Xtrackers International Real Estate ETF position peaked at $28.6K in Q1 2025.
104 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.