Geneos Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.7K	Hold	900	–	–	﹤0.01%	1432
2026 Q1	$49.5K	Hold	900	–	–	﹤0.01%	1438
2025 Q4	$58.3K	Hold	900	–	–	﹤0.01%	1339
2025 Q3	$58.2K	Hold	900	–	–	﹤0.01%	1327
2025 Q2	$58.4K	Hold	900	–	–	﹤0.01%	1484
2025 Q1	$53.6K	Buy	900 +600	+200%	+$36.1K	﹤0.01%	1449
2024 Q4	$19.3K	Buy	+300	New	+$20.8K	﹤0.01%	1740

Other funds holding INCO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management held its Columbia India Consumer ETF (INCO) position steady in Q2 2026 at 900 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Geneos Wealth Management first reported a position in INCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.4K in Q2 2025. 58 funds tracked by Wall St. Rank hold INCO as of Q2 2026.

Geneos Wealth Management held 900 shares of Columbia India Consumer ETF worth $53.7K as of Q2 2026.
Geneos Wealth Management left its Columbia India Consumer ETF share count unchanged in Q2 2026.
Columbia India Consumer ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1432 holding.
Geneos Wealth Management first reported a position in Columbia India Consumer ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Columbia India Consumer ETF position peaked at $58.4K in Q2 2025.
58 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q2 2026.

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