Geneos Wealth Management’s AB US Low Volatility Equity ETF LOWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143K	Hold	1,800	–	–	﹤0.01%	1098
2026 Q1	$133K	Hold	1,800	–	–	﹤0.01%	1088
2025 Q4	$141K	Hold	1,800	–	–	﹤0.01%	1046
2025 Q3	$142K	Hold	1,800	–	–	﹤0.01%	1009
2025 Q2	$135K	Buy	1,800 +900	+100%	+$63.6K	﹤0.01%	1133
2025 Q1	$62.8K	Hold	900	–	–	﹤0.01%	1368
2024 Q4	$63.4K	Buy	+900	New	+$64.1K	﹤0.01%	1227

Other funds holding LOWV

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Rubicon Advisors Redding, California $137M AUM

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Geneos Wealth Management held its AB US Low Volatility Equity ETF (LOWV) position steady in Q2 2026 at 1,800 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Geneos Wealth Management first reported a position in LOWV in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold LOWV as of Q2 2026.

Geneos Wealth Management held 1,800 shares of AB US Low Volatility Equity ETF worth $143K as of Q2 2026.
Geneos Wealth Management left its AB US Low Volatility Equity ETF share count unchanged in Q2 2026.
AB US Low Volatility Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1098 holding.
Geneos Wealth Management first reported a position in AB US Low Volatility Equity ETF in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q2 2026.

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