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Geneos Wealth Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Geneos Wealth Management’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,331
Closed -$24.3K – 2563
2025
Q4 		$24.3K Buy
+1,331
New +$24.7K ﹤0.01% 1664
2020
Q4 		– Sell
-2,799
Closed -$58K – 2998
2020
Q3 		$58K Hold
2,799
– – ﹤0.01% 1186
2020
Q2 		$56K Buy
2,799
+201
+8% +$4.01K ﹤0.01% 1169
2020
Q1 		$52K Buy
+2,598
New +$52.1K ﹤0.01% 1100

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Geneos Wealth Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026, closing a stake of 1,331 shares — an estimated $24.3K sold.

Geneos Wealth Management first reported a position in UDN in Q1 2020 and held it in 4 quarters. The position peaked at $58K in Q3 2020. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Geneos Wealth Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 1,331 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $24.3K.
  • Geneos Wealth Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2020 and held it in 4 quarters.
  • Geneos Wealth Management's Invesco DB US Dollar Index Bearish Fund position peaked at $58K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

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