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IWMY icon

Geneos Wealth Management’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Geneos Wealth Management’s Portfolio IWMY Stock Details IWMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.34K Hold
370
– – ﹤0.01% 2089
2026
Q1 		$6.69K Hold
370
– – ﹤0.01% 2094
2025
Q4 		$7.29K Buy
+370
New +$7.85K ﹤0.01% 2052

Other funds holding IWMY

MCA
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geneos Wealth Management held its Defiance R2000 Weekly Distribution ETF (IWMY) position steady in Q2 2026 at 370 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Geneos Wealth Management first reported a position in IWMY in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

  • Geneos Wealth Management held 370 shares of Defiance R2000 Weekly Distribution ETF worth $7.34K as of Q2 2026.
  • Geneos Wealth Management left its Defiance R2000 Weekly Distribution ETF share count unchanged in Q2 2026.
  • Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2089 holding.
  • Geneos Wealth Management first reported a position in Defiance R2000 Weekly Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

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