Geneos Wealth Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Geneos Wealth Management’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.9K	Hold	1,102	–	–	﹤0.01%	1384
2025 Q4	$55K	Hold	1,102	–	–	﹤0.01%	1360
2025 Q3	$55.1K	Hold	1,102	–	–	﹤0.01%	1349
2025 Q2	$55.1K	Sell	1,102 -1,102	-50%	-$55K	﹤0.01%	1516
2025 Q1	$110K	Buy	2,204 +1,102	+100%	+$55K	﹤0.01%	1522
2024 Q4	$54.9K	Buy	+1,102	New	+$55K	﹤0.01%	1279

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Geneos Wealth Management held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q1 2026 at 1,102 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Geneos Wealth Management first reported a position in TBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $110K in Q1 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Geneos Wealth Management held 1,102 shares of F/m US Treasury 3 Month Bill Fund worth $54.9K as of Q1 2026.
Geneos Wealth Management left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q1 2026.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1384 holding.
Geneos Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $110K in Q1 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

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