Geneos Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.2K	Hold	350	–	–	﹤0.01%	1660
2025 Q4	$27.4K	Hold	350	–	–	﹤0.01%	1618
2025 Q3	$27.6K	Hold	350	–	–	﹤0.01%	1599
2025 Q2	$27.4K	Buy	+350	New	+$27K	﹤0.01%	1885

Other funds holding IGHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Geneos Wealth Management held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q1 2026 at 350 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Geneos Wealth Management first reported a position in IGHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.6K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Geneos Wealth Management held 350 shares of ProShares Investment Grade-Interest Rate Hedged worth $27.2K as of Q1 2026.
Geneos Wealth Management left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q1 2026.
ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1660 holding.
Geneos Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2025 and has held it in 4 quarters since.
Geneos Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $27.6K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

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