Geneos Wealth Management’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$638K	Buy	+22,825	New	+$624K	0.01%	662
2018 Q1	–	Sell	-930	Closed	-$20K	–	2192
2017 Q4	$20K	Hold	930	–	–	﹤0.01%	1375
2017 Q3	$18K	Hold	930	–	–	﹤0.01%	1358
2017 Q2	$16K	Hold	930	–	–	﹤0.01%	1359
2017 Q1	$18K	Hold	930	–	–	﹤0.01%	1268
2016 Q4	$18K	Hold	930	–	–	﹤0.01%	1227
2016 Q3	$17K	Hold	930	–	–	﹤0.01%	1184
2016 Q2	$17K	Hold	930	–	–	﹤0.01%	1166
2016 Q1	$16K	Buy	+930	New	+$15K	﹤0.01%	1156

Other funds holding POWR

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in iShares U.S. Power Infrastructure ETF (POWR) in Q2 2026: 22,825 shares worth $638K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in POWR as recently as Q4 2017.

Geneos Wealth Management first reported a position in POWR in Q1 2016 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Geneos Wealth Management held 22,825 shares of iShares U.S. Power Infrastructure ETF worth $638K as of Q2 2026.
iShares U.S. Power Infrastructure ETF was a new Geneos Wealth Management position in Q2 2026.
iShares U.S. Power Infrastructure ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #662 holding.
Geneos Wealth Management first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2016 and has held it in 9 quarters since.
91 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

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