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Geneos Wealth Management’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Geneos Wealth Management’s Portfolio MFDX Stock Details MFDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.29K Hold
158
– – ﹤0.01% 2110
2025
Q4 		$6.07K Buy
+158
New +$5.93K ﹤0.01% 2094

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Geneos Wealth Management held its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) position steady in Q1 2026 at 158 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Geneos Wealth Management first reported a position in MFDX in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • Geneos Wealth Management held 158 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $6.29K as of Q1 2026.
  • Geneos Wealth Management left its PIMCO RAFI Multi-Factor International Equity ETF share count unchanged in Q1 2026.
  • PIMCO RAFI Multi-Factor International Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2110 holding.
  • Geneos Wealth Management first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

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