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Geneos Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Geneos Wealth Management’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7M Buy
458,258
+71,400
+18% +$3.54M 0.46% 49
2026
Q1 		$19.1M Sell
386,858
-53,916
-12% -$2.68M 0.44% 51
2025
Q4 		$21.9M Buy
440,774
+65,071
+17% +$3.24M 0.53% 39
2025
Q3 		$18.7M Buy
375,703
+47,074
+14% +$2.34M 0.48% 45
2025
Q2 		$16.4M Buy
328,629
+117,937
+56% +$5.85M 0.4% 54
2025
Q1 		$10.5M Buy
210,692
+56,526
+37% +$2.81M 0.35% 68
2024
Q4 		$7.64M Sell
154,166
-133,961
-46% -$6.65M 0.27% 83
2024
Q3 		$14.3M Buy
288,127
+189,327
+192% +$9.4M 0.55% 32
2024
Q2 		$4.91M Sell
98,800
-128,890
-57% -$6.39M 0.22% 105
2024
Q1 		$11.3M Buy
227,690
+188,417
+480% +$9.34M 0.52% 41
2023
Q4 		$1.94M Buy
39,273
+2,426
+7% +$120K 0.1% 236
2023
Q3 		$1.82M Buy
36,847
+4,956
+16% +$245K 0.09% 226
2023
Q2 		$1.58M Buy
31,891
+1,307
+4% +$64.4K 0.08% 241
2023
Q1 		$1.51M Buy
30,584
+27,074
+771% +$1.33M 0.09% 238
2022
Q4 		$172K Sell
3,510
-1,000
-22% -$49K 0.01% 670
2022
Q3 		$221K Buy
4,510
+4,000
+784% +$196K 0.02% 574
2022
Q2 		$24K Buy
+510
New +$25.1K ﹤0.01% 1616

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Geneos Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 18% in Q2 2026, buying an estimated $3.54M and bringing the position to 458,258 shares worth $22.7M. The position accounts for 0.46% of the portfolio, ranked #49.

Geneos Wealth Management first reported a position in PULS in Q2 2022 and has held it in 17 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Geneos Wealth Management held 458,258 shares of PGIM Ultra Short Bond ETF worth $22.7M as of Q2 2026.
  • Geneos Wealth Management bought 71,400 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.54M.
  • PGIM Ultra Short Bond ETF made up 0.46% of Geneos Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Geneos Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

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