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Geneos Wealth Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

Geneos Wealth Management’s Portfolio NBOS Stock Details NBOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.87K Buy
182
+4
+2% +$109 ﹤0.01% 2165
2025
Q4 		$4.86K Sell
178
-71
-29% -$1.92K ﹤0.01% 2150
2025
Q3 		$6.68K Buy
+249
New +$6.58K ﹤0.01% 2078

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management increased its Neuberger Option Strategy ETF (NBOS) stake by 2.2% in Q1 2026, buying an estimated $109 and bringing the position to 182 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Geneos Wealth Management first reported a position in NBOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.68K in Q3 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • Geneos Wealth Management held 182 shares of Neuberger Option Strategy ETF worth $4.87K as of Q1 2026.
  • Geneos Wealth Management bought 4 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $109.
  • Neuberger Option Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2165 holding.
  • Geneos Wealth Management first reported a position in Neuberger Option Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Neuberger Option Strategy ETF position peaked at $6.68K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

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