GWM
JULU

Geneos Wealth Management’s AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF JULU Stock Holding History

Geneos Wealth Management’s Portfolio JULU Stock Details JULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89K Hold
59
– – ﹤0.01% 2334
2026
Q1 		$1.68K Hold
59
– – ﹤0.01% 2344
2025
Q4 		$1.75K Sell
59
-38
-39% -$1.12K ﹤0.01% 2338
2025
Q3 		$2.84K Buy
+97
New +$2.74K ﹤0.01% 2260

Other funds holding JULU

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

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

Geneos Wealth Management held its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) position steady in Q2 2026 at 59 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Geneos Wealth Management first reported a position in JULU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.84K in Q3 2025. 39 funds tracked by Wall St. Rank hold JULU as of Q2 2026.

  • Geneos Wealth Management held 59 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF worth $1.89K as of Q2 2026.
  • Geneos Wealth Management left its AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2334 holding.
  • Geneos Wealth Management first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF position peaked at $2.84K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF as of Q2 2026.

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