Geneos Wealth Management’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$954	Buy	+27	New	+$992	﹤0.01%	2411

Other funds holding MRSK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Toews Agility Shares Managed Risk ETF (MRSK) in Q1 2026: 27 shares worth $954. The stake represents ﹤0.01% of the portfolio and ranks #2411 among its holdings.

50 funds tracked by Wall St. Rank hold MRSK as of Q1 2026.

Geneos Wealth Management held 27 shares of Toews Agility Shares Managed Risk ETF worth $954 as of Q1 2026.
Toews Agility Shares Managed Risk ETF was a new Geneos Wealth Management position in Q1 2026.
Toews Agility Shares Managed Risk ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2411 holding.
50 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q1 2026.

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