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Geneos Wealth Management’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Geneos Wealth Management’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2K Hold
392
– – ﹤0.01% 1867
2025
Q4 		$15.3K Sell
392
-226
-37% -$8.74K ﹤0.01% 1828
2025
Q3 		$23.7K Buy
+618
New +$23.3K ﹤0.01% 1664

Other funds holding JULW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Geneos Wealth Management's JULW Position: Q1 2026 in Review

Geneos Wealth Management held its AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) position steady in Q1 2026 at 392 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Geneos Wealth Management first reported a position in JULW in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.7K in Q3 2025. 70 funds tracked by Wall St. Rank hold JULW as of Q1 2026.

  • Geneos Wealth Management held 392 shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $15.2K as of Q1 2026.
  • Geneos Wealth Management left its AllianzIM U.S. Equity Buffer20 Jul ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Jul ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1867 holding.
  • Geneos Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $23.7K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.