Geneos Wealth Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$807K	Buy	+98,746	New	+$840K	0.02%	650

Other funds holding MBS

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J. Team Financial Abilene, Texas $115M AUM 23.85% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Geneos Wealth Management's MBS Position: Q3 2026 in Review

Geneos Wealth Management opened a new position in Angel Oak Mortgage-Backed Securities ETF (MBS) in Q3 2026: 98,746 shares worth $807K. The stake represents 0.02% of the portfolio and ranks #650 among its holdings.

21 funds tracked by Wall St. Rank hold MBS as of Q3 2026.

Geneos Wealth Management held 98,746 shares of Angel Oak Mortgage-Backed Securities ETF worth $807K as of Q3 2026.
Angel Oak Mortgage-Backed Securities ETF was a new Geneos Wealth Management position in Q3 2026.
Angel Oak Mortgage-Backed Securities ETF made up 0.02% of Geneos Wealth Management's portfolio in Q3 2026, its #650 holding.
21 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.