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Geneos Wealth Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Geneos Wealth Management’s Portfolio RISR Stock Details RISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,940
Closed -$470K – 3207
2025
Q1 		$470K Buy
+12,940
New +$475K 0.01% 914

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SA
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AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneos Wealth Management's RISR Position: Q2 2025 in Review

Geneos Wealth Management sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2025, closing a stake of 12,940 shares — an estimated $470K sold.

Geneos Wealth Management first reported a position in RISR in Q1 2025 and held it in 1 quarter. The position peaked at $470K in Q1 2025. 39 funds tracked by Wall St. Rank hold RISR as of Q2 2025.

  • Geneos Wealth Management reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 12,940 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2025, an estimated $470K.
  • Geneos Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $470K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.