Geneos Wealth Management
SHYL icon

Geneos Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Geneos Wealth Management’s Portfolio SHYL Stock Details SHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$382K Hold
8,888
– – 0.01% 869
2026
Q2 		$395K Hold
8,888
– – 0.01% 807
2026
Q1 		$395K Hold
8,888
– – 0.01% 764
2025
Q4 		$400K Buy
8,888
+1
+0% +$45 0.01% 733
2025
Q3 		$404K Hold
8,887
– – 0.01% 716
2025
Q2 		$403K Sell
8,887
-95
-1% -$4.22K 0.01% 777
2025
Q1 		$401K Buy
8,982
+1,330
+17% +$59.9K 0.01% 691
2024
Q4 		$342K Sell
7,652
-1,285
-14% -$58K 0.01% 673
2024
Q3 		$408K Sell
8,937
-1,185
-12% -$53K 0.02% 606
2024
Q2 		$446K Sell
10,122
-284
-3% -$12.5K 0.02% 519
2024
Q1 		$463K Sell
10,406
-3,417
-25% -$151K 0.02% 513
2023
Q4 		$613K Sell
13,823
-10,626
-43% -$459K 0.03% 422
2023
Q3 		$1.05M Sell
24,449
-6,342
-21% -$274K 0.05% 312
2023
Q2 		$1.34M Sell
30,791
-8,774
-22% -$379K 0.07% 269
2023
Q1 		$1.73M Sell
39,565
-2,610
-6% -$113K 0.1% 218
2022
Q4 		$1.8M Buy
42,175
+5,472
+15% +$233K 0.11% 195
2022
Q3 		$1.53M Buy
36,703
+15,032
+69% +$650K 0.11% 196
2022
Q2 		$917K Buy
21,671
+13,888
+178% +$613K 0.05% 341
2022
Q1 		$357K Buy
+7,783
New +$360K 0.02% 620
2019
Q4 		– Sell
-250
Closed -$12K – 2578
2019
Q3 		$12K Hold
250
– – ﹤0.01% 1821
2019
Q2 		$12K Hold
250
– – ﹤0.01% 1851
2019
Q1 		$12K Buy
+250
New +$12.2K ﹤0.01% 1785

Other funds holding SHYL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.58% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Geneos Wealth Management's SHYL Position: Q3 2026 in Review

Geneos Wealth Management held its Xtrackers Short Duration High Yield Bond ETF (SHYL) position steady in Q3 2026 at 8,888 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #869.

Geneos Wealth Management first reported a position in SHYL in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.8M in Q4 2022. 53 funds tracked by Wall St. Rank hold SHYL as of Q3 2026.

  • Geneos Wealth Management held 8,888 shares of Xtrackers Short Duration High Yield Bond ETF worth $382K as of Q3 2026.
  • Geneos Wealth Management left its Xtrackers Short Duration High Yield Bond ETF share count unchanged in Q3 2026.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #869 holding.
  • Geneos Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Geneos Wealth Management's Xtrackers Short Duration High Yield Bond ETF position peaked at $1.8M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.