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 Q2	$3.27K	Hold	146	–	–	﹤0.01%	2262
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 -375	-53%	-$8.14K	﹤0.01%	2430
2025 Q1	$14.3K	Buy	704 +555	+372%	+$11.2K	﹤0.01%	2097
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 $751B AUM 38.74% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Geneos Wealth Management held its Xtrackers International Real Estate ETF (HAUZ) position steady in Q2 2026 at 146 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Geneos Wealth Management first reported a position in HAUZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3K in Q1 2025. 112 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

Geneos Wealth Management held 146 shares of Xtrackers International Real Estate ETF worth $3.27K as of Q2 2026.
Geneos Wealth Management left its Xtrackers International Real Estate ETF share count unchanged in Q2 2026.
Xtrackers International Real Estate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2262 holding.
Geneos Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Geneos Wealth Management's Xtrackers International Real Estate ETF position peaked at $14.3K in Q1 2025.
112 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

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