Geneos Wealth Management
STNC icon

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
Q3 		$23.2K Hold
656
– – ﹤0.01% 2043
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 Hold
656
– – ﹤0.01% 2025
2025
Q1 		$19.6K Hold
656
– – ﹤0.01% 1960
2024
Q4 		$19.9K Buy
+656
New +$20.6K ﹤0.01% 1728

Other funds holding STNC

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Geneos Wealth Management held its Hennessy Sustainable ETF (STNC) position steady in Q3 2026 at 656 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Geneos Wealth Management first reported a position in STNC in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.3K in Q2 2026. 17 funds tracked by Wall St. Rank hold STNC as of Q3 2026.

  • Geneos Wealth Management held 656 shares of Hennessy Sustainable ETF worth $23.2K as of Q3 2026.
  • Geneos Wealth Management left its Hennessy Sustainable ETF share count unchanged in Q3 2026.
  • Hennessy Sustainable ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2043 holding.
  • Geneos Wealth Management first reported a position in Hennessy Sustainable ETF in Q4 2024 and has held it in 8 quarters since.
  • Geneos Wealth Management's Hennessy Sustainable ETF position peaked at $25.3K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q3 2026.

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