GWM
NBSD

Geneos Wealth Management’s Neuberger Short Duration Income ETF NBSD Stock Holding History

Geneos Wealth Management’s Portfolio NBSD Stock Details NBSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Buy
2,027
+1,025
+102% +$52K ﹤0.01% 1198
2026
Q1 		$50.8K Buy
1,002
+11
+1% +$563 ﹤0.01% 1424
2025
Q4 		$50.7K Buy
991
+12
+1% +$614 ﹤0.01% 1387
2025
Q3 		$50.1K Buy
+979
New +$50K ﹤0.01% 1388

Other funds holding NBSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Geneos Wealth Management increased its Neuberger Short Duration Income ETF (NBSD) stake by 102% in Q2 2026, buying an estimated $52K and bringing the position to 2,027 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Geneos Wealth Management first reported a position in NBSD in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold NBSD as of Q2 2026.

  • Geneos Wealth Management held 2,027 shares of Neuberger Short Duration Income ETF worth $102K as of Q2 2026.
  • Geneos Wealth Management bought 1,025 Neuberger Short Duration Income ETF shares in Q2 2026, an estimated $52K.
  • Neuberger Short Duration Income ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1198 holding.
  • Geneos Wealth Management first reported a position in Neuberger Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Neuberger Short Duration Income ETF as of Q2 2026.

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