Geneos Wealth Management
HCMT icon

Geneos Wealth Management’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Geneos Wealth Management’s Portfolio HCMT Stock Details HCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,690
Closed -$1.03M – 2518
2025
Q4 		$1.03M Buy
+26,690
New +$1.03M 0.03% 496
2025
Q3 		– Sell
-7,381
Closed -$240K – 2787
2025
Q2 		$240K Buy
+7,381
New +$211K 0.01% 927

Other funds holding HCMT

Howard Capital Management
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Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Watch Advisors
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
WealthTrak Capital Management
WealthTrak Capital Management Virginia Beach, Virginia $158M AUM 12.25% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

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

Geneos Wealth Management sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q1 2026, closing a stake of 26,690 shares — an estimated $1.03M sold.

Geneos Wealth Management first reported a position in HCMT in Q2 2025 and held it in 2 quarters. The position peaked at $1.03M in Q4 2025. 36 funds tracked by Wall St. Rank hold HCMT as of Q1 2026.

  • Geneos Wealth Management reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 26,690 Direxion HCM Tactical Enhanced US ETF shares in Q1 2026, an estimated $1.03M.
  • Geneos Wealth Management first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Direxion HCM Tactical Enhanced US ETF position peaked at $1.03M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2026.

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