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Geneos Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Geneos Wealth Management’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.9K Hold
596
– – ﹤0.01% 1626
2025
Q4 		$30.5K Hold
596
– – ﹤0.01% 1577
2025
Q3 		$30.3K Sell
596
-36,499
-98% -$1.82M ﹤0.01% 1561
2025
Q2 		$1.86M Sell
37,095
-70,268
-65% -$3.51M 0.05% 381
2025
Q1 		$5.49M Buy
107,363
+75,164
+233% +$3.89M 0.08% 291
2024
Q4 		$1.67M Buy
32,199
+184
+0.6% +$9.63K 0.06% 320
2024
Q3 		$1.7M Buy
32,015
+30,265
+1,729% +$1.59M 0.06% 309
2024
Q2 		$90.4K Sell
1,750
-2,983
-63% -$154K ﹤0.01% 896
2024
Q1 		$247K Buy
4,733
+13
+0.3% +$671 0.01% 649
2023
Q4 		$244K Buy
4,720
+13
+0.3% +$644 0.01% 629
2023
Q3 		$231K Buy
4,707
+13
+0.3% +$658 0.01% 647
2023
Q2 		$241K Buy
4,694
+12
+0.3% +$615 0.01% 637
2023
Q1 		$242K Buy
4,682
+1,188
+34% +$61.3K 0.01% 607
2022
Q4 		$177K Buy
3,494
+1,545
+79% +$78.1K 0.01% 663
2022
Q3 		$97K Sell
1,949
-197
-9% -$10.5K 0.01% 811
2022
Q2 		$115K Sell
2,146
-499
-19% -$27.2K 0.01% 964
2022
Q1 		$151K Buy
2,645
+2,138
+422% +$128K 0.01% 921
2021
Q4 		$31K Buy
507
+5
+1% +$311 ﹤0.01% 1684
2021
Q3 		$31K Buy
502
+4
+0.8% +$254 ﹤0.01% 1711
2021
Q2 		$31K Buy
498
+3
+0.6% +$188 ﹤0.01% 1699
2021
Q1 		$31K Buy
495
+1
+0.2% +$62 ﹤0.01% 1859
2020
Q4 		$30K Buy
494
+10
+2% +$604 ﹤0.01% 1700
2020
Q3 		$28K Sell
484
-654
-57% -$39.2K ﹤0.01% 1502
2020
Q2 		$67K Buy
1,138
+5
+0.4% +$282 ﹤0.01% 1095
2020
Q1 		$62K Buy
1,133
+5
+0.4% +$308 ﹤0.01% 1033
2019
Q4 		$72K Buy
1,128
+4
+0.4% +$257 ﹤0.01% 1078
2019
Q3 		$72K Buy
1,124
+5
+0.4% +$321 ﹤0.01% 1018
2019
Q2 		$71K Buy
1,119
+5
+0.4% +$315 ﹤0.01% 1032
2019
Q1 		$69K Buy
1,114
+5
+0.5% +$308 ﹤0.01% 997
2018
Q4 		$67K Buy
+1,109
New +$67.6K 0.01% 974

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management held its VanEck High Yield Muni ETF (HYD) position steady in Q1 2026 at 596 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Geneos Wealth Management first reported a position in HYD in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.49M in Q1 2025. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Geneos Wealth Management held 596 shares of VanEck High Yield Muni ETF worth $29.9K as of Q1 2026.
  • Geneos Wealth Management left its VanEck High Yield Muni ETF share count unchanged in Q1 2026.
  • VanEck High Yield Muni ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1626 holding.
  • Geneos Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2018 and has held it in 30 quarters since.
  • Geneos Wealth Management's VanEck High Yield Muni ETF position peaked at $5.49M in Q1 2025.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

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