GWM
MAXJ

Geneos Wealth Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Geneos Wealth Management’s Portfolio MAXJ Stock Details MAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.8K Hold
3,507
– – ﹤0.01% 1180
2025
Q4 		$98.9K Hold
3,507
– – ﹤0.01% 1154
2025
Q3 		$98.4K Hold
3,507
– – ﹤0.01% 1126
2025
Q2 		$96.5K Sell
3,507
-1,169
-25% -$30.7K ﹤0.01% 1271
2025
Q1 		$121K Buy
4,676
+3,507
+300% +$92K ﹤0.01% 1468
2024
Q4 		$30.6K Buy
+1,169
New +$30.6K ﹤0.01% 1535

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q1 2026 at 3,507 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Geneos Wealth Management first reported a position in MAXJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $121K in Q1 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Geneos Wealth Management held 3,507 shares of iShares Large Cap Max Buffer Jun ETF worth $98.8K as of Q1 2026.
  • Geneos Wealth Management left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1180 holding.
  • Geneos Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's iShares Large Cap Max Buffer Jun ETF position peaked at $121K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

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