Geneos Wealth Management
THRO icon

Geneos Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Geneos Wealth Management’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.7K Buy
358
+340
+1,889% +$14.8K ﹤0.01% 2214
2026
Q2 		$776 Hold
18
– – ﹤0.01% 2447
2026
Q1 		$652 Hold
18
– – ﹤0.01% 2448
2025
Q4 		$694 Sell
18
-8
-31% -$306 ﹤0.01% 2435
2025
Q3 		$985 Buy
+26
New +$952 ﹤0.01% 2410

Other funds holding THRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 1,889% in Q3 2026, buying an estimated $14.8K and bringing the position to 358 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Geneos Wealth Management first reported a position in THRO in Q3 2025 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Geneos Wealth Management held 358 shares of iShares U.S. Thematic Rotation Active ETF worth $15.7K as of Q3 2026.
  • Geneos Wealth Management bought 340 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $14.8K.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2214 holding.
  • Geneos Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 5 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

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