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Geneos Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

Geneos Wealth Management’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.59M Sell
77,629
-1,007
-1% -$68.7K 0.11% 207
2026
Q1 		$4.75M Sell
78,636
-8,145
-9% -$518K 0.11% 210
2025
Q4 		$5.6M Sell
86,781
-1,140
-1% -$72.7K 0.14% 190
2025
Q3 		$5.54M Sell
87,921
-888
-1% -$53.3K 0.14% 185
2025
Q2 		$5.16M Buy
88,809
+33,430
+60% +$1.77M 0.13% 204
2025
Q1 		$2.83M Buy
55,379
+2,364
+4% +$130K 0.09% 254
2024
Q4 		$2.91M Buy
53,015
+5,677
+12% +$315K 0.1% 219
2024
Q3 		$2.55M Buy
47,338
+1,864
+4% +$96.7K 0.1% 243
2024
Q2 		$2.32M Buy
45,474
+1,751
+4% +$87.3K 0.1% 225
2024
Q1 		$2.2M Buy
43,723
+3,020
+7% +$145K 0.1% 235
2023
Q4 		$1.89M Buy
40,703
+22,039
+118% +$962K 0.09% 242
2023
Q3 		$786K Sell
18,664
-368
-2% -$16K 0.04% 362
2023
Q2 		$820K Sell
19,032
-3,742
-16% -$154K 0.04% 352
2023
Q1 		$925K Buy
22,774
+279
+1% +$11.3K 0.06% 305
2022
Q4 		$873K Sell
22,495
-366
-2% -$14.2K 0.05% 301
2022
Q3 		$812K Buy
22,861
+382
+2% +$14.7K 0.06% 293
2022
Q2 		$821K Sell
22,479
-594
-3% -$23.3K 0.04% 374
2022
Q1 		$981K Buy
23,073
+2,295
+11% +$97.1K 0.04% 361
2021
Q4 		$932K Sell
20,778
-132
-0.6% -$5.74K 0.04% 417
2021
Q3 		$860K Buy
20,910
+6,240
+43% +$259K 0.03% 423
2021
Q2 		$606K Buy
14,670
+5,323
+57% +$213K 0.02% 515
2021
Q1 		$371K Buy
9,347
+512
+6% +$19.1K 0.01% 720
2020
Q4 		$338K Hold
8,835
– – 0.01% 648
2020
Q3 		$267K Sell
8,835
-435
-5% -$13.2K 0.01% 594
2020
Q2 		$255K Sell
9,270
-310
-3% -$8.27K 0.01% 592
2020
Q1 		$225K Buy
9,580
+3,239
+51% +$92.8K 0.02% 577
2019
Q4 		$196K Buy
6,341
+496
+8% +$14.9K 0.01% 708
2019
Q3 		$168K Sell
5,845
-215
-4% -$6.21K 0.01% 711
2019
Q2 		$174K Sell
6,060
-1,000
-14% -$28.2K 0.01% 717
2019
Q1 		$195K Hold
7,060
– – 0.01% 647
2018
Q4 		$170K Sell
7,060
-1,200
-15% -$31.9K 0.01% 651
2018
Q3 		$240K Sell
8,260
-180
-2% -$5.19K 0.02% 580
2018
Q2 		$234K Hold
8,440
– – 0.02% 528
2018
Q1 		$233K Buy
8,440
+2,590
+44% +$73.7K 0.02% 502
2017
Q4 		$159K Buy
+5,850
New +$156K 0.01% 599

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Geneos Wealth Management's SECT Position: Q2 2026 in Review

Geneos Wealth Management reduced its Main Sector Rotation ETF (SECT) stake by 1.3% in Q2 2026, selling an estimated $68.7K and leaving 77,629 shares worth $5.59M. The position accounts for 0.11% of the portfolio, ranked #207.

Geneos Wealth Management first reported a position in SECT in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.6M in Q4 2025. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Geneos Wealth Management held 77,629 shares of Main Sector Rotation ETF worth $5.59M as of Q2 2026.
  • Geneos Wealth Management sold 1,007 Main Sector Rotation ETF shares in Q2 2026, an estimated $68.7K.
  • Main Sector Rotation ETF made up 0.11% of Geneos Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Geneos Wealth Management first reported a position in Main Sector Rotation ETF in Q4 2017 and has held it in 35 quarters since.
  • Geneos Wealth Management's Main Sector Rotation ETF position peaked at $5.6M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.