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Geneos Wealth Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Geneos Wealth Management’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$896K Buy
39,983
+820
+2% +$18.3K 0.02% 567
2026
Q1 		$870K Sell
39,163
-274
-0.7% -$6.2K 0.02% 545
2025
Q4 		$890K Buy
39,437
+3,984
+11% +$91.5K 0.02% 528
2025
Q3 		$820K Buy
35,453
+5,325
+18% +$121K 0.02% 537
2025
Q2 		$680K Buy
30,128
+810
+3% +$17.8K 0.02% 622
2025
Q1 		$662K Buy
29,318
+158
+0.5% +$3.55K 0.02% 541
2024
Q4 		$648K Buy
29,160
+323
+1% +$7.47K 0.02% 517
2024
Q3 		$697K Buy
28,837
+7,476
+35% +$176K 0.03% 481
2024
Q2 		$482K Buy
21,361
+25
+0.1% +$564 0.02% 502
2024
Q1 		$496K Sell
21,336
-250
-1% -$5.79K 0.02% 492
2023
Q4 		$514K Buy
21,586
+531
+3% +$11.6K 0.03% 480
2023
Q3 		$447K Buy
21,055
+1,926
+10% +$43K 0.02% 489
2023
Q2 		$445K Buy
19,129
+3,525
+23% +$81.6K 0.02% 483
2023
Q1 		$369K Buy
15,604
+833
+6% +$19.5K 0.02% 502
2022
Q4 		$332K Buy
14,771
+256
+2% +$5.7K 0.02% 497
2022
Q3 		$315K Sell
14,515
-745
-5% -$17.9K 0.02% 492
2022
Q2 		$371K Sell
15,260
-190
-1% -$4.76K 0.02% 580
2022
Q1 		$429K Sell
15,450
-80
-0.5% -$2.31K 0.02% 577
2021
Q4 		$488K Buy
15,530
+810
+6% +$25.6K 0.02% 582
2021
Q3 		$465K Buy
14,720
+625
+4% +$20.1K 0.02% 591
2021
Q2 		$448K Sell
14,095
-16,029
-53% -$493K 0.02% 583
2021
Q1 		$920K Buy
30,124
+108
+0.4% +$3.37K 0.03% 447
2020
Q4 		$392K Buy
30,016
+17,181
+134% +$556K 0.02% 610
2020
Q3 		$407K Buy
12,835
+380
+3% +$12.3K 0.02% 485
2020
Q2 		$391K Buy
12,455
+1,885
+18% +$57.4K 0.02% 465
2020
Q1 		$301K Buy
10,570
+1,550
+17% +$46.7K 0.02% 494
2019
Q4 		$273K Buy
9,020
+200
+2% +$5.99K 0.01% 587
2019
Q3 		$264K Sell
8,820
-195
-2% -$5.75K 0.02% 566
2019
Q2 		$259K Buy
9,015
+275
+3% +$7.54K 0.02% 587
2019
Q1 		$237K Buy
8,740
+3,010
+53% +$78.6K 0.02% 588
2018
Q4 		$144K Hold
5,730
– – 0.01% 714
2018
Q3 		$149K Buy
5,730
+1,150
+25% +$30.3K 0.01% 748
2018
Q2 		$119K Buy
4,580
+926
+25% +$24.5K 0.01% 728
2018
Q1 		$99K Buy
3,654
+2,564
+235% +$70.5K 0.01% 758
2017
Q4 		$31K Buy
+1,090
New +$30.7K ﹤0.01% 1225

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Geneos Wealth Management increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 2.1% in Q2 2026, buying an estimated $18.3K and bringing the position to 39,983 shares worth $896K. The position accounts for 0.02% of the portfolio, ranked #567.

Geneos Wealth Management first reported a position in SPLB in Q4 2017 and has held it in 35 quarters since. The position peaked at $920K in Q1 2021. 175 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Geneos Wealth Management held 39,983 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $896K as of Q2 2026.
  • Geneos Wealth Management bought 820 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $18.3K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Geneos Wealth Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $920K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

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