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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
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 Sell
1,800
-1,300
-42% -$91.9K ﹤0.01% 1133
2025
Q1 		$216K Buy
3,100
+2,200
+244% +$157K ﹤0.01% 1198
2024
Q4 		$63.4K Buy
+900
New +$64.1K ﹤0.01% 1227

Other funds holding LOWV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Geneos Wealth Management held its AB US Low Volatility Equity ETF (LOWV) position steady in Q1 2026 at 1,800 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Geneos Wealth Management first reported a position in LOWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $216K in Q1 2025. 20 funds tracked by Wall St. Rank hold LOWV as of Q1 2026.

  • Geneos Wealth Management held 1,800 shares of AB US Low Volatility Equity ETF worth $133K as of Q1 2026.
  • Geneos Wealth Management left its AB US Low Volatility Equity ETF share count unchanged in Q1 2026.
  • AB US Low Volatility Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1088 holding.
  • Geneos Wealth Management first reported a position in AB US Low Volatility Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's AB US Low Volatility Equity ETF position peaked at $216K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q1 2026.

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