GWM
PWRD

Geneos Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

Geneos Wealth Management’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$704K Sell
7,204
-100
-1% -$10.2K 0.02% 594
2025
Q4 		$702K Buy
7,304
+45
+0.6% +$4.42K 0.02% 581
2025
Q3 		$709K Buy
7,259
+4,200
+137% +$390K 0.02% 568
2025
Q2 		$276K Buy
3,059
+1,961
+179% +$151K 0.01% 888
2025
Q1 		$76.6K Buy
+1,098
New +$83.1K ﹤0.01% 1698

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Geneos Wealth Management's PWRD Position: Q1 2026 in Review

Geneos Wealth Management reduced its TCW Transform Systems ETF (PWRD) stake by 1.4% in Q1 2026, selling an estimated $10.2K and leaving 7,204 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #594.

Geneos Wealth Management first reported a position in PWRD in Q1 2025 and has held it in 5 quarters since. The position peaked at $709K in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Geneos Wealth Management held 7,204 shares of TCW Transform Systems ETF worth $704K as of Q1 2026.
  • Geneos Wealth Management sold 100 TCW Transform Systems ETF shares in Q1 2026, an estimated $10.2K.
  • TCW Transform Systems ETF made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #594 holding.
  • Geneos Wealth Management first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's TCW Transform Systems ETF position peaked at $709K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.