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Geneos Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Geneos Wealth Management’s Portfolio JNK Stock Details JNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81M Buy
29,204
+4,623
+19% +$445K 0.06% 323
2026
Q1 		$2.35M Sell
24,581
-948
-4% -$91.9K 0.05% 333
2025
Q4 		$2.48M Buy
25,529
+5,177
+25% +$503K 0.06% 319
2025
Q3 		$1.99M Sell
20,352
-444
-2% -$43.1K 0.05% 348
2025
Q2 		$2.02M Buy
20,796
+4,909
+31% +$466K 0.05% 367
2025
Q1 		$1.51M Sell
15,887
-422
-3% -$40.6K 0.05% 361
2024
Q4 		$1.56M Buy
16,309
+1,892
+13% +$183K 0.05% 336
2024
Q3 		$1.41M Buy
14,417
+1,798
+14% +$173K 0.05% 338
2024
Q2 		$1.19M Sell
12,619
-214
-2% -$20.1K 0.05% 335
2024
Q1 		$1.22M Sell
12,833
-1,297
-9% -$123K 0.06% 319
2023
Q4 		$1.34M Sell
14,130
-3,354
-19% -$306K 0.07% 282
2023
Q3 		$1.58M Buy
17,484
+582
+3% +$53.3K 0.08% 249
2023
Q2 		$1.56M Buy
16,902
+16,002
+1,778% +$1.46M 0.08% 244
2023
Q1 		$83.6K Sell
900
-12,451
-93% -$1.14M 0.01% 902
2022
Q4 		$1.2M Sell
13,351
-35
-0.3% -$3.16K 0.07% 246
2022
Q3 		$1.18M Sell
13,386
-754
-5% -$70.2K 0.08% 227
2022
Q2 		$1.29M Buy
14,140
+84
+0.6% +$8.1K 0.06% 268
2022
Q1 		$1.44M Sell
14,056
-2,623
-16% -$273K 0.06% 272
2021
Q4 		$1.81M Buy
16,679
+14
+0.1% +$1.52K 0.07% 269
2021
Q3 		$1.82M Buy
16,665
+208
+1% +$22.8K 0.07% 264
2021
Q2 		$1.81M Buy
16,457
+512
+3% +$55.8K 0.07% 254
2021
Q1 		$1.74M Sell
15,945
-61
-0.4% -$6.63K 0.05% 306
2020
Q4 		$1.74M Buy
16,006
+2,495
+18% +$266K 0.07% 255
2020
Q3 		$1.39M Sell
13,511
-1,192
-8% -$125K 0.07% 250
2020
Q2 		$1.49M Buy
14,703
+10,559
+255% +$1.05M 0.08% 229
2020
Q1 		$391K Sell
4,144
-2,395
-37% -$251K 0.03% 423
2019
Q4 		$716K Buy
6,539
+530
+9% +$57.5K 0.04% 362
2019
Q3 		$653K Buy
6,009
+1,775
+42% +$192K 0.04% 356
2019
Q2 		$461K Buy
+4,234
New +$457K 0.03% 424

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 19% in Q2 2026, buying an estimated $445K and bringing the position to 29,204 shares worth $2.81M. The position accounts for 0.06% of the portfolio, ranked #323.

Geneos Wealth Management first reported a position in JNK in Q2 2019 and has held it in 29 quarters since. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Geneos Wealth Management held 29,204 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $2.81M as of Q2 2026.
  • Geneos Wealth Management bought 4,623 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $445K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

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