Geneos Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.7K	Buy	2,378 +1,820	+326%	+$42.8K	﹤0.01%	1631
2026 Q2	$13.3K	Sell	558 -139	-20%	-$3.32K	﹤0.01%	1926
2026 Q1	$16.6K	Buy	697 +179	+35%	+$4.31K	﹤0.01%	1840
2025 Q4	$12.5K	Hold	518	–	–	﹤0.01%	1892
2025 Q3	$12.5K	Hold	518	–	–	﹤0.01%	1889
2025 Q2	$12.4K	Buy	+518	New	+$12.3K	﹤0.01%	2234
2022 Q3	–	Sell	-37	Closed	–	–	2279
2022 Q2	$0	Hold	37	–	–	﹤0.01%	2676
2022 Q1	$0	Buy	+37	New	+$924	﹤0.01%	2860

Other funds holding IBD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Geneos Wealth Management's IBD Position: Q3 2026 in Review

Geneos Wealth Management increased its Inspire Corporate Bond ETF (IBD) stake by 326% in Q3 2026, buying an estimated $42.8K and bringing the position to 2,378 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Geneos Wealth Management first reported a position in IBD in Q1 2022 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

Geneos Wealth Management held 2,378 shares of Inspire Corporate Bond ETF worth $54.7K as of Q3 2026.
Geneos Wealth Management bought 1,820 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $42.8K.
Inspire Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1631 holding.
Geneos Wealth Management first reported a position in Inspire Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.