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 Q2	$3.32K	Buy	317 +32	+11%	+$380	﹤0.01%	2256
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	Buy	232 +24	+12%	+$405	﹤0.01%	2625
2025 Q1	$3.26K	Buy	+208	New	+$3.55K	﹤0.01%	2639

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Geneos Wealth Management increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 11% in Q2 2026, buying an estimated $380 and bringing the position to 317 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Geneos Wealth Management first reported a position in MSFO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.29K in Q3 2025. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Geneos Wealth Management held 317 shares of YieldMax MSFT Option Income Strategy ETF worth $3.32K as of Q2 2026.
Geneos Wealth Management bought 32 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $380.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2256 holding.
Geneos Wealth Management first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's YieldMax MSFT Option Income Strategy ETF position peaked at $4.29K in Q3 2025.
17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

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