GWM
KBA icon

Geneos Wealth Management’s KraneShares Bosera MSCI China A 50 Connect Index ETF KBA Stock Holding History

Geneos Wealth Management’s Portfolio KBA Stock Details KBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,784
Closed -$231K – 3181
2025
Q1 		$231K Buy
9,784
+5,944
+155% +$139K ﹤0.01% 1167
2024
Q4 		$90K Hold
3,840
– – ﹤0.01% 1106
2024
Q3 		$99.6K Buy
+3,840
New +$83.4K ﹤0.01% 969
2022
Q3 		– Sell
-100
Closed -$3K – 2320
2022
Q2 		$3K Sell
100
-200
-67% -$7.01K ﹤0.01% 2315
2022
Q1 		$10K Hold
300
– – ﹤0.01% 2090
2021
Q4 		$13K Sell
300
-200
-40% -$9.3K ﹤0.01% 2071
2021
Q3 		$22K Sell
500
-730
-59% -$33.6K ﹤0.01% 1880
2021
Q2 		$57K Hold
1,230
– – ﹤0.01% 1411
2021
Q1 		$56K Hold
1,230
– – ﹤0.01% 1564
2020
Q4 		$54K Sell
1,230
-700
-36% -$29.9K ﹤0.01% 1415
2020
Q3 		$75K Hold
1,930
– – ﹤0.01% 1064
2020
Q2 		$64K Sell
1,930
-400
-17% -$12.6K ﹤0.01% 1121
2020
Q1 		$67K Sell
2,330
-600
-20% -$19K ﹤0.01% 996
2019
Q4 		$93K Sell
2,930
-1,800
-38% -$56.2K 0.01% 975
2019
Q3 		$141K Sell
4,730
-1,200
-20% -$36.5K 0.01% 772
2019
Q2 		$183K Buy
5,930
+5,030
+559% +$155K 0.01% 700
2019
Q1 		$28K Buy
900
+700
+350% +$20K ﹤0.01% 1411
2018
Q4 		$4K Hold
200
– – ﹤0.01% 2050
2018
Q3 		$5K Sell
200
-4,730
-96% -$134K ﹤0.01% 2056
2018
Q2 		$147K Buy
4,930
+960
+24% +$32.1K 0.01% 655
2018
Q1 		$138K Buy
3,970
+1,300
+49% +$47.1K 0.01% 646
2017
Q4 		$91K Hold
2,670
– – 0.01% 775
2017
Q3 		$88K Buy
2,670
+1,300
+95% +$42K 0.01% 739
2017
Q2 		$42K Hold
1,370
– – ﹤0.01% 997
2017
Q1 		$39K Buy
1,370
+670
+96% +$18.9K ﹤0.01% 982
2016
Q4 		$18K Hold
700
– – ﹤0.01% 1230
2016
Q3 		$20K Buy
+700
New +$20.4K ﹤0.01% 1135

Other funds holding KBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's KBA Position: Q2 2025 in Review

Geneos Wealth Management sold out of KraneShares Bosera MSCI China A 50 Connect Index ETF (KBA) in Q2 2025, closing a stake of 9,784 shares — an estimated $231K sold.

Geneos Wealth Management first reported a position in KBA in Q3 2016 and held it in 27 quarters. The position peaked at $231K in Q1 2025. 37 funds tracked by Wall St. Rank hold KBA as of Q2 2025.

  • Geneos Wealth Management reported no remaining KraneShares Bosera MSCI China A 50 Connect Index ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 9,784 KraneShares Bosera MSCI China A 50 Connect Index ETF shares in Q2 2025, an estimated $231K.
  • Geneos Wealth Management first reported a position in KraneShares Bosera MSCI China A 50 Connect Index ETF in Q3 2016 and held it in 27 quarters.
  • Geneos Wealth Management's KraneShares Bosera MSCI China A 50 Connect Index ETF position peaked at $231K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held KraneShares Bosera MSCI China A 50 Connect Index ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.