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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
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

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

Geneos Wealth Management increased its Inspire Corporate Bond ETF (IBD) stake by 35% in Q1 2026, buying an estimated $4.31K and bringing the position to 697 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Geneos Wealth Management first reported a position in IBD in Q1 2022 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Geneos Wealth Management held 697 shares of Inspire Corporate Bond ETF worth $16.6K as of Q1 2026.
  • Geneos Wealth Management bought 179 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $4.31K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1840 holding.
  • Geneos Wealth Management first reported a position in Inspire Corporate Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

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