Geneos Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-550	Closed	-$26.4K	–	2966
2024 Q3	$26.4K	Hold	550	–	–	﹤0.01%	1448
2024 Q2	$25.3K	Hold	550	–	–	﹤0.01%	1271
2024 Q1	$25.5K	Hold	550	–	–	﹤0.01%	1285
2023 Q4	$25.8K	Hold	550	–	–	﹤0.01%	1273
2023 Q3	$24.5K	Hold	550	–	–	﹤0.01%	1304
2023 Q2	$25.3K	Hold	550	–	–	﹤0.01%	1293
2023 Q1	$25.7K	Sell	550 -528	-49%	-$24.5K	﹤0.01%	1271
2022 Q4	$49K	Buy	1,078 +528	+96%	+$23.9K	﹤0.01%	1068
2022 Q3	$24K	Hold	550	–	–	﹤0.01%	1267
2022 Q2	$26K	Hold	550	–	–	﹤0.01%	1575
2022 Q1	$27K	Hold	550	–	–	﹤0.01%	1662
2021 Q4	$29K	Hold	550	–	–	﹤0.01%	1709
2021 Q3	$29K	Hold	550	–	–	﹤0.01%	1744
2021 Q2	$29K	Hold	550	–	–	﹤0.01%	1737
2021 Q1	$29K	Hold	550	–	–	﹤0.01%	1895
2020 Q4	$29K	Sell	550 -738	-57%	-$40.1K	﹤0.01%	1718
2020 Q3	$69K	Buy	+1,288	New	+$70K	﹤0.01%	1102

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geneos Wealth Management's UITB Position: Q4 2024 in Review

Geneos Wealth Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q4 2024, closing a stake of 550 shares — an estimated $26.4K sold.

Geneos Wealth Management first reported a position in UITB in Q3 2020 and held it in 17 quarters. The position peaked at $69K in Q3 2020. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

Geneos Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
Geneos Wealth Management sold 550 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $26.4K.
Geneos Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2020 and held it in 17 quarters.
Geneos Wealth Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $69K in Q3 2020.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.