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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Geneos Wealth Management held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 4,717 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Geneos Wealth Management first reported a position in PFFD in Q1 2022 and has held it in 12 quarters since. The position peaked at $104K in Q2 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Geneos Wealth Management held 4,717 shares of Global X US Preferred ETF worth $88.2K as of Q2 2026.
Geneos Wealth Management left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1260 holding.
Geneos Wealth Management first reported a position in Global X US Preferred ETF in Q1 2022 and has held it in 12 quarters since.
Geneos Wealth Management's Global X US Preferred ETF position peaked at $104K in Q2 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

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