Geneos Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$136K	Buy	7,717 +3,000	+64%	+$55.1K	﹤0.01%	1240
2026 Q2	$88.2K	Hold	4,717	–	–	﹤0.01%	1260
2026 Q1	$86.8K	Hold	4,717	–	–	﹤0.01%	1214
2025 Q4	$89.2K	Hold	4,717	–	–	﹤0.01%	1178
2025 Q3	$91.7K	Sell	4,717 -799	-14%	-$15.4K	﹤0.01%	1152
2025 Q2	$104K	Buy	5,516 +2,974	+117%	+$55.4K	﹤0.01%	1233
2025 Q1	$48.4K	Hold	2,542	–	–	﹤0.01%	1494
2024 Q4	$49.6K	Hold	2,542	–	–	﹤0.01%	1328
2024 Q3	$52.8K	Hold	2,542	–	–	﹤0.01%	1180
2024 Q2	$50K	Buy	2,542 +1,672	+192%	+$32.8K	﹤0.01%	1070
2024 Q1	$17.5K	Hold	870	–	–	﹤0.01%	1399
2023 Q4	$16.9K	Buy	+870	New	+$16.2K	﹤0.01%	1416
2022 Q2	–	Sell	-201	Closed	-$4K	–	2730
2022 Q1	$4K	Buy	+201	New	+$4.81K	﹤0.01%	2417

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Geneos Wealth Management's PFFD Position: Q3 2026 in Review

Geneos Wealth Management increased its Global X US Preferred ETF (PFFD) stake by 64% in Q3 2026, buying an estimated $55.1K and bringing the position to 7,717 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Geneos Wealth Management first reported a position in PFFD in Q1 2022 and has held it in 13 quarters since. 169 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

Geneos Wealth Management held 7,717 shares of Global X US Preferred ETF worth $136K as of Q3 2026.
Geneos Wealth Management bought 3,000 Global X US Preferred ETF shares in Q3 2026, an estimated $55.1K.
Global X US Preferred ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1240 holding.
Geneos Wealth Management first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 13 quarters since.
169 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.