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
Q2 		$962K Buy
7,824
+620
+9% +$69.2K 0.02% 553
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
+2,510
+457% +$194K 0.01% 888
2025
Q1 		$38.3K Buy
+549
New +$41.5K ﹤0.01% 1632

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management increased its TCW Transform Systems ETF (PWRD) stake by 8.6% in Q2 2026, buying an estimated $69.2K and bringing the position to 7,824 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #553.

Geneos Wealth Management first reported a position in PWRD in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Geneos Wealth Management held 7,824 shares of TCW Transform Systems ETF worth $962K as of Q2 2026.
  • Geneos Wealth Management bought 620 TCW Transform Systems ETF shares in Q2 2026, an estimated $69.2K.
  • TCW Transform Systems ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Geneos Wealth Management first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

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