Geneos Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Geneos Wealth Management’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-254	Closed	-$8.66K	–	3040
2025 Q2	$8.66K	Hold	254	–	–	﹤0.01%	2375
2025 Q1	$15.7K	Buy	+254	New	+$7.62K	﹤0.01%	2426
2024 Q3	–	Sell	-142	Closed	-$3.92K	–	2609
2024 Q2	$3.92K	Hold	142	–	–	﹤0.01%	1770
2024 Q1	$3.98K	Buy	+142	New	+$3.88K	﹤0.01%	1758
2021 Q2	–	Sell	-21,562	Closed	-$656K	–	3066
2021 Q1	$656K	Buy	+21,562	New	+$628K	0.02%	561

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's RODM Position: Q3 2025 in Review

Geneos Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2025, closing a stake of 254 shares — an estimated $8.66K sold.

Geneos Wealth Management first reported a position in RODM in Q1 2021 and held it in 5 quarters. The position peaked at $656K in Q1 2021. 115 funds tracked by Wall St. Rank hold RODM as of Q3 2025.

Geneos Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 254 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2025, an estimated $8.66K.
Geneos Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and held it in 5 quarters.
Geneos Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $656K in Q1 2021.
115 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.