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Geneos Wealth Management’s Schwab High Yield Bond ETF SCYB Stock Holding History

Geneos Wealth Management’s Portfolio SCYB Stock Details SCYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,638
Closed -$539K – 3214
2025
Q1 		$539K Buy
+20,638
New +$543K 0.01% 869

Other funds holding SCYB

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $284M AUM 17.22% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

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

Geneos Wealth Management sold out of Schwab High Yield Bond ETF (SCYB) in Q2 2025, closing a stake of 20,638 shares — an estimated $539K sold.

Geneos Wealth Management first reported a position in SCYB in Q1 2025 and held it in 1 quarter. The position peaked at $539K in Q1 2025. 75 funds tracked by Wall St. Rank hold SCYB as of Q2 2025.

  • Geneos Wealth Management reported no remaining Schwab High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 20,638 Schwab High Yield Bond ETF shares in Q2 2025, an estimated $539K.
  • Geneos Wealth Management first reported a position in Schwab High Yield Bond ETF in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Schwab High Yield Bond ETF position peaked at $539K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Schwab High Yield Bond ETF as of Q2 2025.

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