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
Q2 		$102K Hold
3,507
– – ﹤0.01% 1201
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 Buy
3,507
+2,338
+200% +$61.4K ﹤0.01% 1271
2025
Q1 		$30.1K Hold
1,169
– – ﹤0.01% 1735
2024
Q4 		$30.6K Buy
+1,169
New +$30.6K ﹤0.01% 1535

Other funds holding MAXJ

BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 3,507 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Geneos Wealth Management first reported a position in MAXJ in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Geneos Wealth Management held 3,507 shares of iShares Large Cap Max Buffer Jun ETF worth $102K as of Q2 2026.
  • Geneos Wealth Management left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1201 holding.
  • Geneos Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

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