GWM
JBBB icon

Geneos Wealth Management’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Geneos Wealth Management’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.03M Sell
86,562
-46,379
-35% -$2.2M 0.09% 236
2025
Q4 		$6.34M Buy
132,941
+5,755
+5% +$276K 0.16% 159
2025
Q3 		$6.13M Buy
127,186
+22,162
+21% +$1.07M 0.16% 166
2025
Q2 		$5.06M Sell
105,024
-6,007
-5% -$288K 0.12% 207
2025
Q1 		$5.4M Buy
111,031
+88,998
+404% +$4.37M 0.08% 295
2024
Q4 		$1.08M Sell
22,033
-199
-0.9% -$9.79K 0.04% 406
2024
Q3 		$1.09M Buy
22,232
+7,887
+55% +$385K 0.04% 389
2024
Q2 		$705K Buy
+14,345
New +$702K 0.03% 418

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return