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 Q2	$13.3K	Sell	558 -139	-20%	-$3.31K	﹤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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Geneos Wealth Management's IBD Position: Q2 2026 in Review

Geneos Wealth Management reduced its Inspire Corporate Bond ETF (IBD) stake by 20% in Q2 2026, selling an estimated $3.31K and leaving 558 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Geneos Wealth Management first reported a position in IBD in Q1 2022 and has held it in 7 quarters since. The position peaked at $16.6K in Q1 2026. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

Geneos Wealth Management held 558 shares of Inspire Corporate Bond ETF worth $13.3K as of Q2 2026.
Geneos Wealth Management sold 139 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $3.31K.
Inspire Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1926 holding.
Geneos Wealth Management first reported a position in Inspire Corporate Bond ETF in Q1 2022 and has held it in 7 quarters since.
Geneos Wealth Management's Inspire Corporate Bond ETF position peaked at $16.6K in Q1 2026.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.