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Geneos Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Geneos Wealth Management’s Portfolio HNDL Stock Details HNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.4K Hold
1,300
– – ﹤0.01% 1644
2025
Q4 		$28.6K Hold
1,300
– – ﹤0.01% 1601
2025
Q3 		$29K Hold
1,300
– – ﹤0.01% 1588
2025
Q2 		$28.2K Buy
1,300
+900
+225% +$18.7K ﹤0.01% 1869
2025
Q1 		$8.44K Buy
400
+300
+300% +$6.43K ﹤0.01% 2618
2024
Q4 		$2.13K Hold
100
– – ﹤0.01% 2579
2024
Q3 		$2.23K Hold
100
– – ﹤0.01% 2275
2024
Q2 		$2.11K Hold
100
– – ﹤0.01% 1875
2024
Q1 		$2.12K Hold
100
– – ﹤0.01% 1888
2023
Q4 		$2.07K Sell
100
-400
-80% -$7.81K ﹤0.01% 1913
2023
Q3 		$9.55K Sell
500
-300
-38% -$6.01K ﹤0.01% 1578
2023
Q2 		$16.3K Sell
800
-100
-11% -$2.01K ﹤0.01% 1437
2023
Q1 		$18.2K Hold
900
– – ﹤0.01% 1375
2022
Q4 		$17.6K Sell
900
-400
-31% -$7.91K ﹤0.01% 1366
2022
Q3 		$24K Sell
1,300
-2,200
-63% -$46.8K ﹤0.01% 1262
2022
Q2 		$73K Buy
3,500
+400
+13% +$8.83K ﹤0.01% 1122
2022
Q1 		$74K Hold
3,100
– – ﹤0.01% 1205
2021
Q4 		$80K Buy
3,100
+1,000
+48% +$25.7K ﹤0.01% 1255
2021
Q3 		$52K Buy
2,100
+1,000
+91% +$25.7K ﹤0.01% 1475
2021
Q2 		$28K Buy
1,100
+700
+175% +$17.7K ﹤0.01% 1746
2021
Q1 		$10K Hold
400
– – ﹤0.01% 2378
2020
Q4 		$9K Buy
+400
New +$10K ﹤0.01% 2253
2018
Q4 		– Sell
-100
Closed -$2K – 2430
2018
Q3 		$2K Hold
100
– – ﹤0.01% 2255
2018
Q2 		$2K Hold
100
– – ﹤0.01% 2106
2018
Q1 		$2K Buy
+100
New +$2.44K ﹤0.01% 2032

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Geneos Wealth Management held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q1 2026 at 1,300 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Geneos Wealth Management first reported a position in HNDL in Q1 2018 and has held it in 25 quarters since. The position peaked at $80K in Q4 2021. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

  • Geneos Wealth Management held 1,300 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $28.4K as of Q1 2026.
  • Geneos Wealth Management left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q1 2026.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1644 holding.
  • Geneos Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2018 and has held it in 25 quarters since.
  • Geneos Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $80K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

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