Geneos Wealth Management
SCYB icon

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
-10,035
Closed -$262K – 3206
2025
Q1 		$262K Buy
+10,035
New +$264K 0.01% 816

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LAM
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Empowered Funds
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Bank of America
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MAM
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JSL
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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 10,035 shares — an estimated $262K sold.

Geneos Wealth Management first reported a position in SCYB in Q1 2025 and held it in 1 quarter. The position peaked at $262K 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 10,035 Schwab High Yield Bond ETF shares in Q2 2025, an estimated $262K.
  • 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 $262K 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.