Geneos Wealth Management’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.9K	Buy	+250	New	+$20.5K	﹤0.01%	1824
2023 Q4	–	Sell	-200	Closed	-$10.6K	–	2145
2023 Q3	$10.6K	Hold	200	–	–	﹤0.01%	1552
2023 Q2	$10.3K	Hold	200	–	–	﹤0.01%	1573
2023 Q1	$10.7K	Hold	200	–	–	﹤0.01%	1531
2022 Q4	$10.8K	Hold	200	–	–	﹤0.01%	1508
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	1545
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	1999
2022 Q1	$11K	Buy	+200	New	+$10.3K	﹤0.01%	2053

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2026: 250 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in NANR as recently as Q3 2023.

Geneos Wealth Management first reported a position in NANR in Q1 2022 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Geneos Wealth Management held 250 shares of State Street SPDR S&P North American Natural Resources ETF worth $18.9K as of Q2 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Geneos Wealth Management position in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1824 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

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