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Geneos Wealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Geneos Wealth Management’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.7K Buy
1,742
+13
+0.8% +$637 ﹤0.01% 1227
2025
Q4 		$84.9K Sell
1,729
-4,395
-72% -$216K ﹤0.01% 1202
2025
Q3 		$302K Buy
+6,124
New +$299K 0.01% 782

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Geneos Wealth Management increased its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) stake by 0.75% in Q1 2026, buying an estimated $637 and bringing the position to 1,742 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Geneos Wealth Management first reported a position in SKOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q3 2025. 65 funds tracked by Wall St. Rank hold SKOR as of Q1 2026.

  • Geneos Wealth Management held 1,742 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $84.7K as of Q1 2026.
  • Geneos Wealth Management bought 13 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2026, an estimated $637.
  • FlexShares Credit-Scored US Corporate Bond Index Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1227 holding.
  • Geneos Wealth Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $302K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2026.

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