Geneos Wealth Management’s Themes US R&D Champions ETF USRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,300	Closed	-$35.9K	–	3236
2025 Q1	$35.9K	Buy	1,300 +650	+100%	+$19.4K	﹤0.01%	2084
2024 Q4	$19.3K	Buy	+650	New	+$20.3K	﹤0.01%	1741

Other funds holding USRD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's USRD Position: Q2 2025 in Review

Geneos Wealth Management sold out of Themes US R&D Champions ETF (USRD) in Q2 2025, closing a stake of 1,300 shares — an estimated $35.9K sold.

Geneos Wealth Management first reported a position in USRD in Q4 2024 and held it in 2 quarters. The position peaked at $35.9K in Q1 2025. 1 fund tracked by Wall St. Rank holds USRD as of Q2 2025.

Geneos Wealth Management reported no remaining Themes US R&D Champions ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,300 Themes US R&D Champions ETF shares in Q2 2025, an estimated $35.9K.
Geneos Wealth Management first reported a position in Themes US R&D Champions ETF in Q4 2024 and held it in 2 quarters.
Geneos Wealth Management's Themes US R&D Champions ETF position peaked at $35.9K in Q1 2025.
1 fund tracked by Wall St. Rank held Themes US R&D Champions ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.