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Geneos Wealth Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Geneos Wealth Management’s Portfolio ROMO Stock Details ROMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.6K Hold
2,400
– – ﹤0.01% 1272
2025
Q4 		$76.2K Hold
2,400
– – ﹤0.01% 1244
2025
Q3 		$80.7K Hold
2,400
– – ﹤0.01% 1197
2025
Q2 		$76.8K Sell
2,400
-1,200
-33% -$36.9K ﹤0.01% 1361
2025
Q1 		$110K Buy
3,600
+2,400
+200% +$76.2K ﹤0.01% 1525
2024
Q4 		$37.9K Hold
1,200
– – ﹤0.01% 1428
2024
Q3 		$37.7K Hold
1,200
– – ﹤0.01% 1298
2024
Q2 		$35.9K Hold
1,200
– – ﹤0.01% 1178
2024
Q1 		$34.7K Hold
1,200
– – ﹤0.01% 1191
2023
Q4 		$31.7K Hold
1,200
– – ﹤0.01% 1215
2023
Q3 		$29.9K Hold
1,200
– – ﹤0.01% 1238
2023
Q2 		$31K Hold
1,200
– – ﹤0.01% 1238
2023
Q1 		$30.2K Hold
1,200
– – ﹤0.01% 1222
2022
Q4 		$29.2K Hold
1,200
– – ﹤0.01% 1229
2022
Q3 		$29K Hold
1,200
– – ﹤0.01% 1208
2022
Q2 		$30K Hold
1,200
– – ﹤0.01% 1498
2022
Q1 		$33K Hold
1,200
– – ﹤0.01% 1560
2021
Q4 		$36K Hold
1,200
– – ﹤0.01% 1628
2021
Q3 		$33K Hold
1,200
– – ﹤0.01% 1686
2021
Q2 		$33K Hold
1,200
– – ﹤0.01% 1671
2021
Q1 		$32K Hold
1,200
– – ﹤0.01% 1849
2020
Q4 		$31K Hold
1,200
– – ﹤0.01% 1685
2020
Q3 		$26K Hold
1,200
– – ﹤0.01% 1533
2020
Q2 		$25K Hold
1,200
– – ﹤0.01% 1524
2020
Q1 		$25K Buy
+1,200
New +$29.9K ﹤0.01% 1420

Other funds holding ROMO

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Geneos Wealth Management held its Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) position steady in Q1 2026 at 2,400 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Geneos Wealth Management first reported a position in ROMO in Q1 2020 and has held it in 25 quarters since. The position peaked at $110K in Q1 2025. 11 funds tracked by Wall St. Rank hold ROMO as of Q1 2026.

  • Geneos Wealth Management held 2,400 shares of Strategy Shares Newfound/ReSolve Robust Momentum ETF worth $75.6K as of Q1 2026.
  • Geneos Wealth Management left its Strategy Shares Newfound/ReSolve Robust Momentum ETF share count unchanged in Q1 2026.
  • Strategy Shares Newfound/ReSolve Robust Momentum ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1272 holding.
  • Geneos Wealth Management first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q1 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $110K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q1 2026.

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