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Geneos Wealth Management’s HCM Defender 100 Index ETF QQH Stock Holding History

Geneos Wealth Management’s Portfolio QQH Stock Details QQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.8K Hold
1,300
– – ﹤0.01% 1205
2025
Q4 		$101K Hold
1,300
– – ﹤0.01% 1150
2025
Q3 		$99.2K Hold
1,300
– – ﹤0.01% 1123
2025
Q2 		$87.9K Sell
1,300
-650
-33% -$39.1K ﹤0.01% 1303
2025
Q1 		$114K Buy
+1,950
New +$126K ﹤0.01% 1499

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $116M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

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

Geneos Wealth Management held its HCM Defender 100 Index ETF (QQH) position steady in Q1 2026 at 1,300 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Geneos Wealth Management first reported a position in QQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $114K in Q1 2025. 54 funds tracked by Wall St. Rank hold QQH as of Q1 2026.

  • Geneos Wealth Management held 1,300 shares of HCM Defender 100 Index ETF worth $90.8K as of Q1 2026.
  • Geneos Wealth Management left its HCM Defender 100 Index ETF share count unchanged in Q1 2026.
  • HCM Defender 100 Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1205 holding.
  • Geneos Wealth Management first reported a position in HCM Defender 100 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's HCM Defender 100 Index ETF position peaked at $114K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2026.

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