Geneos Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.1K	Hold	3,621	–	–	﹤0.01%	1237
2025 Q4	$83K	Sell	3,621 -879	-20%	-$20.1K	﹤0.01%	1215
2025 Q3	$103K	Hold	4,500	–	–	﹤0.01%	1113
2025 Q2	$102K	Sell	4,500 -4,500	-50%	-$101K	﹤0.01%	1245
2025 Q1	$202K	Buy	9,000 +4,500	+100%	+$102K	﹤0.01%	1224
2024 Q4	$101K	Hold	4,500	–	–	﹤0.01%	1067
2024 Q3	$102K	Hold	4,500	–	–	﹤0.01%	959
2024 Q2	$101K	Hold	4,500	–	–	﹤0.01%	868
2024 Q1	$101K	Hold	4,500	–	–	﹤0.01%	847
2023 Q4	$99.6K	Hold	4,500	–	–	﹤0.01%	841
2023 Q3	$97.3K	Hold	4,500	–	–	0.01%	881
2023 Q2	$100K	Hold	4,500	–	–	0.01%	878
2023 Q1	$100K	Hold	4,500	–	–	0.01%	841
2022 Q4	$100K	Hold	4,500	–	–	0.01%	825
2022 Q3	$97K	Sell	4,500 -5,325	-54%	-$121K	0.01%	812
2022 Q2	$220K	Hold	9,825	–	–	0.01%	718
2022 Q1	$228K	Buy	9,825 +4,500	+85%	+$109K	0.01%	752
2021 Q4	$133K	Hold	5,325	–	–	0.01%	1063
2021 Q3	$133K	Buy	+5,325	New	+$136K	0.01%	1044

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

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

Geneos Wealth Management held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q1 2026 at 3,621 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Geneos Wealth Management first reported a position in SHYD in Q3 2021 and has held it in 19 quarters since. The position peaked at $228K in Q1 2022. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Geneos Wealth Management held 3,621 shares of VanEck Short High Yield Muni ETF worth $82.1K as of Q1 2026.
Geneos Wealth Management left its VanEck Short High Yield Muni ETF share count unchanged in Q1 2026.
VanEck Short High Yield Muni ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1237 holding.
Geneos Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q3 2021 and has held it in 19 quarters since.
Geneos Wealth Management's VanEck Short High Yield Muni ETF position peaked at $228K in Q1 2022.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

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