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Geneos Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Geneos Wealth Management’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.4K Buy
2,481
+11
+0.4% +$245 ﹤0.01% 1420
2026
Q1 		$55.9K Buy
2,470
+8
+0.3% +$183 ﹤0.01% 1379
2025
Q4 		$55.8K Buy
2,462
+17
+0.7% +$397 ﹤0.01% 1354
2025
Q3 		$57.2K Buy
+2,445
New +$55.9K ﹤0.01% 1333

Other funds holding TLTW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 0.45% in Q2 2026, buying an estimated $245 and bringing the position to 2,481 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Geneos Wealth Management first reported a position in TLTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.2K in Q3 2025. 89 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Geneos Wealth Management held 2,481 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $55.4K as of Q2 2026.
  • Geneos Wealth Management bought 11 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $245.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1420 holding.
  • Geneos Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $57.2K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

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