GWM
MINV icon

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
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

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JESC
J.E. Simmons & Co Dallas, Texas $177M AUM
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Geneos Wealth Management increased its Matthews Asia Innovators Active ETF (MINV) stake by 15% in Q2 2026, buying an estimated $592K and bringing the position to 91,265 shares worth $5.28M. The position accounts for 0.11% of the portfolio, ranked #216.

Geneos Wealth Management first reported a position in MINV in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold MINV as of Q2 2026.

  • Geneos Wealth Management held 91,265 shares of Matthews Asia Innovators Active ETF worth $5.28M as of Q2 2026.
  • Geneos Wealth Management bought 11,787 Matthews Asia Innovators Active ETF shares in Q2 2026, an estimated $592K.
  • Matthews Asia Innovators Active ETF made up 0.11% of Geneos Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Geneos Wealth Management first reported a position in Matthews Asia Innovators Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q2 2026.

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