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Geneos Wealth Management’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Geneos Wealth Management’s Portfolio MSFO Stock Details MSFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.29K Buy
285
+19
+7% +$252 ﹤0.01% 2239
2025
Q4 		$4.12K Buy
266
+20
+8% +$330 ﹤0.01% 2190
2025
Q3 		$4.29K Buy
246
+14
+6% +$248 ﹤0.01% 2173
2025
Q2 		$4.14K Sell
232
-392
-63% -$6.61K ﹤0.01% 2625
2025
Q1 		$9.79K Buy
+624
New +$10.7K ﹤0.01% 2571

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 7.1% in Q1 2026, buying an estimated $252 and bringing the position to 285 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Geneos Wealth Management first reported a position in MSFO in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.79K in Q1 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

  • Geneos Wealth Management held 285 shares of YieldMax MSFT Option Income Strategy ETF worth $3.29K as of Q1 2026.
  • Geneos Wealth Management bought 19 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $252.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2239 holding.
  • Geneos Wealth Management first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's YieldMax MSFT Option Income Strategy ETF position peaked at $9.79K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

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