Geneos Wealth Management’s Matthews Asia Innovators Active ETF MINV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.69M	Buy	96,899 +5,634	+6%	+$279K	0.09%	245
2026 Q2	$5.28M	Buy	91,265 +11,787	+15%	+$592K	0.11%	216
2026 Q1	$3.02M	Buy	79,478 +1,450	+2%	+$56.1K	0.07%	290
2025 Q4	$2.76M	Buy	78,028 +1,817	+2%	+$65.7K	0.07%	304
2025 Q3	$2.83M	Hold	76,211	–	–	0.07%	291
2025 Q2	$2.38M	Buy	+76,211	New	+$2.18M	0.06%	339

Other funds holding MINV

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Quantify Chaos Advisors Brooklyn, New York $44.3M AUM 15.47% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

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

Geneos Wealth Management increased its Matthews Asia Innovators Active ETF (MINV) stake by 6.2% in Q3 2026, buying an estimated $279K and bringing the position to 96,899 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #245.

Geneos Wealth Management first reported a position in MINV in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.28M in Q2 2026. 15 funds tracked by Wall St. Rank hold MINV as of Q3 2026.

Geneos Wealth Management held 96,899 shares of Matthews Asia Innovators Active ETF worth $4.69M as of Q3 2026.
Geneos Wealth Management bought 5,634 Matthews Asia Innovators Active ETF shares in Q3 2026, an estimated $279K.
Matthews Asia Innovators Active ETF made up 0.09% of Geneos Wealth Management's portfolio in Q3 2026, its #245 holding.
Geneos Wealth Management first reported a position in Matthews Asia Innovators Active ETF in Q2 2025 and has held it in 6 quarters since.
Geneos Wealth Management's Matthews Asia Innovators Active ETF position peaked at $5.28M in Q2 2026.
15 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q3 2026.

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