GWM
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Geneos Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Geneos Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.6K Hold
100
– – ﹤0.01% 2100
2025
Q4 		$7.18K Hold
100
– – ﹤0.01% 2056
2025
Q3 		$7.05K Hold
100
– – ﹤0.01% 2066
2025
Q2 		$6.45K Sell
100
-100
-50% -$5.87K ﹤0.01% 2490
2025
Q1 		$11.1K Buy
200
+100
+100% +$5.94K ﹤0.01% 2532
2024
Q4 		$6.01K Hold
100
– – ﹤0.01% 2265
2024
Q3 		$5.63K Sell
100
-175
-64% -$9.48K ﹤0.01% 2038
2024
Q2 		$14.8K Sell
275
-75
-21% -$3.78K ﹤0.01% 1440
2024
Q1 		$17.4K Hold
350
– – ﹤0.01% 1402
2023
Q4 		$15.6K Hold
350
– – ﹤0.01% 1435
2023
Q3 		$13.8K Buy
+350
New +$14.3K ﹤0.01% 1484

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return