Geneos Wealth Management’s JPMorgan International Value ETF JIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.54M	Sell	58,131 -2,465	-4%	-$237K	0.1%	218
2026 Q2	$5.57M	Buy	60,596 +34,825	+135%	+$3.17M	0.11%	208
2026 Q1	$2.21M	Buy	25,771 +6,504	+34%	+$561K	0.05%	339
2025 Q4	$1.55M	Buy	19,267 +18,871	+4,765%	+$1.47M	0.04%	399
2025 Q3	$29.9K	Buy	+396	New	+$28.7K	﹤0.01%	1571

Other funds holding JIVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return

Geneos Wealth Management's JIVE Position: Q3 2026 in Review

Geneos Wealth Management reduced its JPMorgan International Value ETF (JIVE) stake by 4.1% in Q3 2026, selling an estimated $237K and leaving 58,131 shares worth $5.54M. The position accounts for 0.1% of the portfolio, ranked #218.

Geneos Wealth Management first reported a position in JIVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.57M in Q2 2026. 168 funds tracked by Wall St. Rank hold JIVE as of Q3 2026.

Geneos Wealth Management held 58,131 shares of JPMorgan International Value ETF worth $5.54M as of Q3 2026.
Geneos Wealth Management sold 2,465 JPMorgan International Value ETF shares in Q3 2026, an estimated $237K.
JPMorgan International Value ETF made up 0.1% of Geneos Wealth Management's portfolio in Q3 2026, its #218 holding.
Geneos Wealth Management first reported a position in JPMorgan International Value ETF in Q3 2025 and has held it in 5 quarters since.
Geneos Wealth Management's JPMorgan International Value ETF position peaked at $5.57M in Q2 2026.
168 funds tracked by Wall St. Rank held JPMorgan International Value ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.