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 Q2	$111K	Hold	1,300	–	–	﹤0.01%	1178
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	Buy	1,300 +650	+100%	+$39.1K	﹤0.01%	1303
2025 Q1	$38K	Buy	+650	New	+$42K	﹤0.01%	1635

Other funds holding QQH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

MCM

McKinney Capital Management Houston, Texas $254M AUM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

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

Geneos Wealth Management held its HCM Defender 100 Index ETF (QQH) position steady in Q2 2026 at 1,300 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Geneos Wealth Management first reported a position in QQH in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

Geneos Wealth Management held 1,300 shares of HCM Defender 100 Index ETF worth $111K as of Q2 2026.
Geneos Wealth Management left its HCM Defender 100 Index ETF share count unchanged in Q2 2026.
HCM Defender 100 Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1178 holding.
Geneos Wealth Management first reported a position in HCM Defender 100 Index ETF in Q1 2025 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

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