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Geneos Wealth Management’s Hennessy Sustainable ETF STNC Stock Holding History

Geneos Wealth Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Hold
656
– – ﹤0.01% 1715
2026
Q1 		$22.3K Hold
656
– – ﹤0.01% 1727
2025
Q4 		$21.7K Hold
656
– – ﹤0.01% 1691
2025
Q3 		$21.4K Hold
656
– – ﹤0.01% 1700
2025
Q2 		$20.3K Sell
656
-656
-50% -$19.4K ﹤0.01% 2025
2025
Q1 		$39.1K Buy
1,312
+656
+100% +$20.2K ﹤0.01% 2036
2024
Q4 		$19.9K Buy
+656
New +$20.6K ﹤0.01% 1728

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

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

Geneos Wealth Management held its Hennessy Sustainable ETF (STNC) position steady in Q2 2026 at 656 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Geneos Wealth Management first reported a position in STNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.1K in Q1 2025. 11 funds tracked by Wall St. Rank hold STNC as of Q2 2026.

  • Geneos Wealth Management held 656 shares of Hennessy Sustainable ETF worth $25.3K as of Q2 2026.
  • Geneos Wealth Management left its Hennessy Sustainable ETF share count unchanged in Q2 2026.
  • Hennessy Sustainable ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1715 holding.
  • Geneos Wealth Management first reported a position in Hennessy Sustainable ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Hennessy Sustainable ETF position peaked at $39.1K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q2 2026.

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