GWM
URAN

Geneos Wealth Management’s Themes Uranium & Nuclear ETF URAN Stock Holding History

Geneos Wealth Management’s Portfolio URAN Stock Details URAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2K Hold
450
– – ﹤0.01% 1851
2026
Q1 		$19.5K Hold
450
– – ﹤0.01% 1777
2025
Q4 		$18.7K Hold
450
– – ﹤0.01% 1747
2025
Q3 		$20.7K Hold
450
– – ﹤0.01% 1713
2025
Q2 		$17K Sell
450
-450
-50% -$13.9K ﹤0.01% 2109
2025
Q1 		$23.5K Buy
900
+450
+100% +$13.3K ﹤0.01% 2257
2024
Q4 		$12.9K Buy
+450
New +$14.1K ﹤0.01% 1939

Other funds holding URAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

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

Geneos Wealth Management held its Themes Uranium & Nuclear ETF (URAN) position steady in Q2 2026 at 450 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Geneos Wealth Management first reported a position in URAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.5K in Q1 2025. 7 funds tracked by Wall St. Rank hold URAN as of Q2 2026.

  • Geneos Wealth Management held 450 shares of Themes Uranium & Nuclear ETF worth $17.2K as of Q2 2026.
  • Geneos Wealth Management left its Themes Uranium & Nuclear ETF share count unchanged in Q2 2026.
  • Themes Uranium & Nuclear ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1851 holding.
  • Geneos Wealth Management first reported a position in Themes Uranium & Nuclear ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Themes Uranium & Nuclear ETF position peaked at $23.5K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Themes Uranium & Nuclear ETF as of Q2 2026.

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